Kingsview Wealth Management »

Ishares Tr esg msci le shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Ishares Tr esg msci le

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg msci le held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg msci le by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 31k 101.52
2024-06-30 $3.1M 31k 97.43
2024-03-31 $2.6M 28k 93.85
2023-12-31 $1.5M 18k 84.38
2023-09-30 $1.3M 17k 75.41

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Ishares Tr esg msci le

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

View all funds holding Ishares Tr esg msci le