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Ishares Tr esg msci le shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial Advisors 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 Mayflower Financial Advisors 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 Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 3.8k 93.85
2023-12-31 $415k 4.9k 84.38
2023-09-30 $484k 6.4k 75.41
2023-06-30 $689k 8.9k 77.42
2023-03-31 $727k 10k 71.26
2022-12-31 $1.1M 17k 66.31
2022-09-30 $838k 14k 61.79
2022-06-30 $2.1M 31k 66.40
2022-03-31 $595k 7.5k 79.19

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Wayfair Cl A (W)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Mayflower Financial Advisors

Top funds holding Ishares Tr esg msci le

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

View all funds holding Ishares Tr esg msci le