Ishares Tr esg msci le shares owned by Private Ocean
Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Ishares Tr esg msci le
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Quarterly reported holdings in Ishares Tr esg msci le by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 12k | 97.43 |
| 2024-03-31 | $1.2M | 13k | 93.85 |
| 2023-12-31 | $1.1M | 13k | 84.38 |
| 2023-09-30 | $946k | 13k | 75.41 |
| 2023-06-30 | $972k | 13k | 77.42 |
| 2023-03-31 | $893k | 13k | 71.26 |
| 2022-12-31 | $830k | 13k | 66.31 |
| 2022-09-30 | $606k | 9.8k | 61.67 |
| 2022-06-30 | $633k | 9.5k | 66.39 |
| 2022-03-31 | $747k | 9.4k | 79.20 |
| 2021-12-31 | $744k | 8.8k | 84.39 |
| 2021-09-30 | $807k | 11k | 75.54 |
| 2021-06-30 | $801k | 11k | 75.11 |
| 2021-03-31 | $766k | 11k | 69.28 |
| 2020-12-31 | $717k | 11k | 64.96 |
| 2020-09-30 | $651k | 11k | 58.13 |
| 2020-06-30 | $604k | 11k | 54.05 |
| 2020-03-31 | $243k | 5.4k | 44.99 |