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Ishares Tr esg msci le shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $154k 1.3k 117.03

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Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
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Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
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Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Ishares Tr esg msci le

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View all funds holding Ishares Tr esg msci le