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iShares FTSE KLD Select Scil Idx shares owned by Charter Trust

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Charter Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 1.9k 109.17
2023-12-31 $208k 2.1k 100.51

More positions owned by Charter Trust

Select Sector Spdr Technology (XLK)
Eli Lilly & Co. (LLY)
iShares ETFs/USA Core Us Aggbd Et (AGG)
Ishares Core S&p500 Etf (IVV)
Apple (AAPL)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Novo Holdings A/S Adr (NVO)
Costco Wholesale Corporation (COST)
iShares ETFs/USA Core S&p Mcp Etf (IJH)
Select Sector Spdr Sbi Cons Discr (XLY)
iShares ETFs/USA Core S&p Scp Etf (IJR)
Select Sector Spdr Sbi Healthcare (XLV)
Vanguard ETF/USA Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)

View all positions for Charter Trust

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Mission Wealth Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx