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iShares FTSE KLD Select Scil Idx shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 150 109.17
2023-12-31 $14k 150 89.97

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding iShares FTSE KLD Select Scil Idx

Bank of America Corporation
Jpmorgan Chase & Co
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
LPL Financial
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest

View all funds holding iShares FTSE KLD Select Scil Idx