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Ishares Tr esg msci le shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $513k 4.5k 113.64
2025-12-31 $547k 4.5k 121.19
2023-06-30 $774k 10k 77.42
2023-03-31 $778k 11k 71.26
2022-12-31 $656k 9.9k 66.31
2022-09-30 $657k 11k 61.73
2022-06-30 $703k 11k 66.36

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Ishares Tr Core Msci Eafe (IEFA)
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NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

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