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Ishares Tr esg msci le shares owned by Xena Financial Planning

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

Historical chart of Xena Financial Planning 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 Xena Financial Planning 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 Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.8M 60k 113.60
2025-12-31 $5.1M 42k 121.27

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Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Intl Aggr (IAGG)
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Ea Series Trust Freedom 100 Em (FRDM)
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Ishares Tr Esg Advanced Uni (EUSB)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr National Mun Etf (MUB)

View all positions for Xena Financial Planning

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