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Ishares Tr esg msci le shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 12k 117.04
2025-06-30 $1.3M 12k 108.35
2025-03-31 $1.2M 12k 95.81
2024-12-31 $1.2M 12k 103.04
2024-09-30 $2.4M 24k 101.52

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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