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Ishares Tr esg msci le shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $65k 696 93.85
2023-12-31 $59k 696 85.01
2023-09-30 $44k 587 75.12
2023-06-30 $44k 568 77.42
2023-03-31 $72k 1.0k 70.85
2022-12-31 $78k 1.2k 66.31
2022-09-30 $40k 606 66.01
2022-03-31 $28k 413 67.80

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

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