Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHARKEY HOWES & JAVER | 04-18-2024 | 03-31-2024 | 122 | 610,801,058 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWR US AGRGT | 51 | $2,656,260 | 56,444 | 0.00 | 0.00 | 2,402 | 4.44 | 03-31-2024 |
| ISHARES TR | ESG MSCI USA ETF | 52 | $2,629,976 | 58,250 | 0.00 | 0.00 | -5,399 | -8.48 | 03-31-2024 |
| ISHARES INC | MSCI EMRG CHN | 53 | $2,539,701 | 44,115 | 0.00 | 0.00 | 4,882 | 12.44 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 54 | $2,471,501 | 108,542 | 0.00 | 0.00 | -75,743 | -41.10 | 03-31-2024 |
