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Ishares Tr esg msci le shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 973 101.53
2024-06-30 $95k 970 97.43
2024-03-31 $91k 968 93.84
2023-12-31 $81k 965 84.39
2023-09-30 $72k 958 75.41
2022-12-31 $363k 5.5k 66.31

More positions owned by LGT Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for LGT Financial Advisors

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