CUSIP 46435G532MSCI GBL SUS DEVSDGQ4 2025
Aggregate 13F value by quarter
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100 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 50.0K | $4.21M | +634 | Added |
| 2 | Royal Bank Of Canada | 32.1K | $2.71M | −3.0K | Reduced |
| 3 | Lpl Financial LLC | 25.7K | $2.17M | +625 | Added |
| 4 | Foster Dykema Cabot & Partners, LLC | 21.4K | $1.80M |
| −25 |
| Reduced |
| 5 | Aspiriant, LLC | 19.0K | $1.60M | +8.8K | Added |
| 6 | Morgan Stanley | 15.6K | $1.31M | −896 | Reduced |
| 7 | Wealth Enhancement Advisory Services, LLC | 15.1K | $1.30M | −7.4K | Reduced |
| 8 | Focus Partners Wealth | 12.9K | $1.08M | 0 | Held |
| 9 | Ubs Group AG | 11.5K | $971.4K | −18.3K | Reduced |
| 10 | Osaic Holdings, Inc. | 11.5K | $968.5K | +456 | Added |
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