Western Pacific Wealth Management »

iShares FTSE KLD Select Scil Idx shares owned by Western Pacific Wealth Management

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

Historical chart of Western Pacific Wealth Management 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 Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 2.3k 100.51
2023-09-30 $207k 2.3k 89.97
2023-06-30 $238k 2.5k 93.64
2023-03-31 $223k 2.5k 87.77
2022-12-31 $209k 2.5k 82.32
2022-09-30 $192k 2.5k 75.59
2022-06-30 $204k 2.5k 80.32
2022-03-31 $245k 2.5k 96.46
2021-12-31 $25k 240 104.17