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Ishares Tr esg msci le shares owned by Milestone Asset Management Group

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

Historical chart of Milestone Asset Management Group 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 Milestone Asset Management Group 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 Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 2.2k 117.05
2025-06-30 $243k 2.2k 108.34
2025-03-31 $215k 2.2k 95.80
2024-12-31 $231k 2.2k 103.06

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Mercer Global Advisors
Jpmorgan Chase & Co
FMR
Royal Bank of Canada
Wealth Enhancement Advisory Services
Creative Planning
Hanson McClain Advisors
Ellevest
GeoWealth Management
CliftonLarsonAllen Wealth Advisors
Pathstone Holdings
Resources Investment Advisors
Robertson Stephens Wealth Management
One Wealth Advisors

View all funds holding Ishares Tr esg msci le