iShares FTSE KLD Select Scil Idx shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 3.1k | 109.17 |
| 2023-12-31 | $313k | 3.1k | 100.51 |
| 2023-09-30 | $280k | 3.1k | 89.97 |
| 2023-06-30 | $291k | 3.1k | 93.64 |
| 2023-03-31 | $273k | 3.1k | 87.77 |
| 2022-12-31 | $256k | 3.1k | 82.32 |
| 2022-09-30 | $230k | 2.4k | 95.83 |
| 2022-06-30 | $252k | 3.1k | 80.56 |
| 2021-12-31 | $322k | 3.0k | 106.34 |
| 2021-09-30 | $230k | 2.4k | 95.83 |
| 2021-06-30 | $229k | 2.4k | 95.42 |
| 2021-03-31 | $211k | 2.4k | 87.92 |
| 2020-12-31 | $198k | 2.4k | 82.50 |
| 2020-09-30 | $177k | 1.2k | 147.50 |
| 2020-06-30 | $161k | 1.2k | 134.17 |
| 2020-03-31 | $132k | 1.2k | 110.00 |
| 2019-12-31 | $161k | 1.2k | 134.17 |
| 2019-09-30 | $148k | 1.2k | 123.33 |
| 2019-06-30 | $146k | 1.2k | 121.67 |
| 2019-03-31 | $142k | 1.2k | 118.33 |
| 2018-12-31 | $124k | 1.2k | 103.33 |
| 2018-09-30 | $143k | 1.2k | 119.17 |
| 2018-06-30 | $141k | 1.3k | 112.80 |
| 2018-03-31 | $172k | 1.6k | 110.97 |
| 2017-12-31 | $172k | 1.6k | 110.97 |
| 2017-09-30 | $162k | 1.6k | 104.52 |
| 2017-06-30 | $159k | 1.6k | 102.58 |
| 2017-03-31 | $152k | 1.6k | 98.06 |
| 2016-12-31 | $144k | 1.6k | 92.90 |
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