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iShares FTSE KLD Select Scil Idx shares owned by Crewe Advisors

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

Historical chart of Crewe Advisors 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 Crewe Advisors 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $82k 811 100.51
2023-09-30 $73k 811 89.97
2023-06-30 $76k 811 93.64
2023-03-31 $71k 811 87.77
2022-12-31 $67k 811 82.32
2022-09-30 $62k 811 76.45

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

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