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Ishares Tr esg msci le shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Ishares Tr esg msci le

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00154.095k54.0955k54.096k54.0965k54.097k524524.5525525.5526
Value ($)Share countHistorical SUSL position of Keystone Financial Group Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr esg msci le held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg msci le by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $54k 525 103.04

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Short Treas Bd (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
First Tr Exchange-traded No Amer Energy (EMLP)
Southern States Bancshares (SSBK)
Ishares U S Etf Tr Short Maturity M (MEAR)

View all positions for Keystone Financial Group

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
FMR
Royal Bank of Canada
Wealth Enhancement Advisory Services
Creative Planning
Hanson McClain Advisors
GeoWealth Management
Principal Financial Group
Ellevest
Sanctuary Advisors
Resources Investment Advisors
One Wealth Advisors

View all funds holding Ishares Tr esg msci le