Ishares Tr esg msci le shares owned by Wealth Alliance
Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Ishares Tr esg msci le
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Quarterly reported holdings in Ishares Tr esg msci le by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $524k | 4.8k | 108.35 |
| 2025-03-31 | $612k | 6.4k | 95.81 |
| 2024-12-31 | $680k | 6.6k | 103.04 |
| 2024-09-30 | $657k | 6.5k | 101.52 |
| 2024-06-30 | $582k | 6.0k | 97.43 |
| 2024-03-31 | $713k | 7.6k | 93.85 |
| 2023-12-31 | $1.2M | 14k | 84.38 |
| 2023-09-30 | $1.0M | 14k | 75.41 |
| 2023-06-30 | $959k | 12k | 77.42 |
| 2023-03-31 | $999k | 14k | 71.26 |
| 2022-12-31 | $1.0M | 16k | 66.31 |
| 2022-09-30 | $1.1M | 18k | 61.76 |
| 2022-06-30 | $2.0M | 30k | 66.40 |
| 2022-03-31 | $2.4M | 30k | 79.20 |
| 2021-12-31 | $283k | 3.4k | 84.35 |
| 2021-09-30 | $253k | 3.4k | 75.41 |
| 2021-06-30 | $254k | 3.4k | 75.06 |
| 2021-03-31 | $237k | 3.4k | 69.38 |