Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESTATE COUNSELORS LLC | 08-08-2024 | 06-30-2024 | 112 | 913,075,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MODERT ALLOC ETF | 302 | $301,930 | 7,020 | 0.00 | 0.00 | -130 | -1.82 | 06-30-2024 |
| ISHARES TR | ESG AWR US AGRGT | 303 | $294,808 | 6,325 | 0.00 | 0.00 | 375 | 6.30 | 06-30-2024 |
| ISHARES TR | MBS ETF | Liquidated | $0 | 0 | 0.00 | 3,020 | +Inf | 06-30-2024 |
