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iShares FTSE KLD Select Scil Idx shares owned by Affinity Capital Advisors

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

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $774k 8.6k 89.97
2023-06-30 $3.8M 41k 93.64
2023-03-31 $1.2M 13k 87.77
2019-12-31 $843k 6.3k 134.09

More positions owned by Affinity Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Affinity Capital Advisors

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