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Ishares Tr esg msci le shares owned by Zhang Financial

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

Historical chart of Zhang 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 Zhang 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $265k 2.3k 113.60
2025-03-31 $1.1M 11k 95.81
2024-12-31 $1.2M 11k 103.04
2024-09-30 $1.2M 11k 101.52

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Total Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard High High Div Yld (VYM)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

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