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iShares FTSE KLD Select Scil Idx shares owned by Sage Financial

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

Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $436k 4.3k 100.52
2023-09-30 $389k 4.3k 89.96
2023-06-30 $405k 4.3k 93.63
2023-03-31 $379k 4.3k 87.77
2022-12-31 $355k 4.3k 82.31
2022-09-30 $326k 4.3k 75.81
2022-06-30 $346k 4.3k 80.60

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

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
Wells Fargo & Company
Mission Wealth Management
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