iShares FTSE KLD Select Scil Idx shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 11k | 100.51 |
| 2023-09-30 | $912k | 10k | 89.97 |
| 2023-06-30 | $945k | 10k | 93.64 |
| 2023-03-31 | $882k | 10k | 87.77 |
| 2022-12-31 | $836k | 10k | 82.32 |
| 2022-09-30 | $771k | 10k | 75.95 |
| 2022-06-30 | $817k | 10k | 80.66 |
| 2022-03-31 | $946k | 9.8k | 96.84 |
| 2021-12-31 | $1.0M | 9.8k | 106.25 |
| 2021-09-30 | $934k | 9.7k | 95.90 |
| 2021-06-30 | $918k | 9.6k | 95.54 |
| 2021-03-31 | $568k | 6.5k | 87.79 |
| 2020-12-31 | $386k | 4.7k | 82.30 |
| 2020-09-30 | $335k | 2.3k | 147.25 |
| 2020-06-30 | $304k | 2.3k | 133.63 |
| 2020-03-31 | $320k | 2.9k | 109.66 |
| 2019-12-31 | $383k | 2.9k | 134.10 |
| 2019-09-30 | $312k | 2.5k | 123.42 |
| 2019-06-30 | $308k | 2.5k | 121.84 |
| 2019-03-31 | $299k | 2.5k | 118.28 |
| 2018-12-31 | $261k | 2.5k | 103.24 |
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