GLOBALT Investments LLC / GA »

iShares FTSE KLD Select Scil Idx shares owned by GLOBALT Investments LLC / GA

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by GLOBALT Investments LLC / GA from 13F filings

Historical chart of GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 2.1k 109.17
2023-12-31 $238k 2.4k 100.51

More positions owned by GLOBALT Investments LLC / GA

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Us Treas Bd Etf (GOVT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Microsoft Corporation (MSFT)

View all positions for GLOBALT Investments LLC / GA

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
Us Bancorp
Fund Evaluation Group

View all funds holding iShares FTSE KLD Select Scil Idx