iShares FTSE KLD Select Scil Idx shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset Management investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Litman Gregory Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 15k | 100.51 |
| 2023-09-30 | $1.4M | 15k | 89.97 |
| 2023-06-30 | $1.4M | 15k | 93.64 |
| 2022-12-31 | $1.3M | 15k | 82.32 |
| 2022-09-30 | $1.2M | 15k | 75.94 |
| 2022-06-30 | $1.2M | 15k | 80.67 |
| 2022-03-31 | $1.5M | 15k | 96.82 |
| 2021-12-31 | $1.8M | 17k | 106.26 |
| 2021-09-30 | $1.7M | 17k | 95.98 |
| 2021-06-30 | $1.6M | 1.6k | 1000.00 |
| 2021-03-31 | $1.4M | 17k | 87.80 |
| 2020-12-31 | $1.4M | 17k | 82.34 |
| 2020-09-30 | $1.2M | 8.3k | 147.10 |
| 2020-06-30 | $1.1M | 8.3k | 133.83 |
| 2020-03-31 | $919k | 8.4k | 109.81 |
| 2019-12-31 | $946k | 7.1k | 133.98 |
| 2019-09-30 | $548k | 4.4k | 123.53 |
| 2019-06-30 | $554k | 4.5k | 121.84 |
| 2019-03-31 | $530k | 4.5k | 118.28 |
| 2018-12-31 | $457k | 4.4k | 103.16 |
| 2018-09-30 | $459k | 3.8k | 119.25 |
| 2018-06-30 | $434k | 3.8k | 112.76 |
| 2018-03-31 | $427k | 3.8k | 110.94 |
| 2017-12-31 | $326k | 2.9k | 110.96 |
| 2017-09-30 | $307k | 2.9k | 104.49 |
| 2017-06-30 | $300k | 2.9k | 102.11 |
| 2017-03-31 | $589k | 6.0k | 98.18 |
| 2016-12-31 | $552k | 6.0k | 92.02 |
| 2016-09-30 | $564k | 6.2k | 91.03 |
| 2016-06-30 | $603k | 7.0k | 86.48 |
| 2016-03-31 | $611k | 7.2k | 85.17 |
| 2015-12-31 | $294k | 3.5k | 83.40 |
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