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iShares FTSE KLD Select Scil Idx shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 2.5k 109.18
2023-12-31 $246k 2.5k 100.50
2023-09-30 $219k 2.4k 89.98
2023-06-30 $228k 2.4k 93.65
2023-03-31 $213k 2.4k 87.76

More positions owned by Lgl Partners

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares S&p 500 Etf Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Fs Kkr Capital Corp (FSK)

View all positions for Lgl Partners

Top funds holding iShares FTSE KLD Select Scil Idx

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Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx