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Ishares Tr esg msci le shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.9M 78k 113.60

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr State Street Con (XLY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)

View all positions for Trilogy Capital

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Mercer Global Advisors
FMR
Royal Bank of Canada
Creative Planning
Hanson McClain Advisors
Ellevest
Pathstone Holdings
CliftonLarsonAllen Wealth Advisors
Robertson Stephens Wealth Management
Sanctuary Advisors
Trilogy Capital
Resources Investment Advisors
Flow Traders US
Kingsview Wealth Management

View all funds holding Ishares Tr esg msci le