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Ishares Tr esg msci le shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Ishares Tr esg msci le

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001397.526k397.5265k397.527k397.5275k397.528k38573,857.538583,858.53859
Value ($)Share countHistorical SUSL position of Kingswood Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr esg msci le held by Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $398k 3.9k 103.04

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View all positions for Kingswood Wealth Advisors

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