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Ishares Tr esg msci le shares owned by Marino, Stram & Associates

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Marino, Stram & Associates from 13F filings

Historical chart of Marino, Stram & Associates investment in Ishares Tr esg msci le

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All positions including Ishares Tr esg msci le held by Marino, Stram & Associates 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 Marino, Stram & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 2.5k 101.52
2024-06-30 $239k 2.5k 97.43
2024-03-31 $230k 2.5k 93.85
2023-12-31 $207k 2.5k 84.38

More positions owned by Marino, Stram & Associates

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for Marino, Stram & Associates

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