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Ishares Tr esg msci le shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 78k 117.04
2025-06-30 $8.4M 77k 108.35

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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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