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Ishares Tr esg msci le shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $996k 11k 93.85
2023-12-31 $895k 11k 84.38
2023-09-30 $485k 6.4k 75.41
2023-06-30 $496k 6.4k 77.42

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Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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Apple (AAPL)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Jpmorgan Chase & Co
Mercer Global Advisors
Royal Bank of Canada
Creative Planning
Wealth Enhancement Advisory Services
Hanson McClain Advisors
First Ascent Asset Management
Principal Financial Group
Wealthsource Partners
One Wealth Advisors
Ellevest
Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
W Advisors

View all funds holding Ishares Tr esg msci le