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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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 18k 84.38
2023-09-30 $1.3M 17k 75.41

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Jpmorgan Chase & Co
Mercer Global Advisors
Royal Bank of Canada
Creative Planning
Wealth Enhancement Advisory Services
Hanson McClain Advisors
First Ascent Asset Management
Principal Financial Group
Wealthsource Partners
One Wealth Advisors
Ellevest
Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
W Advisors

View all funds holding Ishares Tr esg msci le