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iShares FTSE KLD Select Scil Idx shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth 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 Genesis Wealth 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 Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $36k 425 85.11
2015-03-31 $36k 425 85.44
2014-12-31 $37k 425 87.68

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth 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