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iShares FTSE KLD Select Scil Idx shares owned by 55i

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by 55i from 13F filings

Historical chart of 55i 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 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.0M 66k 75.90
2022-06-30 $2.3M 29k 80.69
2022-03-31 $1.2M 13k 96.88
2021-12-31 $1.1M 10k 106.25
2021-09-30 $430k 4.5k 95.96
2021-06-30 $446k 4.7k 95.61
2021-03-31 $357k 4.1k 87.89
2020-12-31 $334k 4.1k 82.23
2020-09-30 $515k 3.5k 147.23
2020-06-30 $462k 3.5k 133.80

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx