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Ishares Tr esg usd corpt shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $189k 8.2k 22.99
2023-12-31 $162k 7.0k 23.27

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Ameriprise Financial
Wealthfront Advisers
Babson Capital Management
CWM
Fisher Investments
Creative Planning
LPL Financial
Morgan Stanley
Betterment
Cetera Investment Advisers
Park Avenue Securities
BlackRock

View all funds holding Ishares Tr esg usd corpt