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iShares FTSE KLD Select Scil Idx shares owned by Align Financial

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

Historical chart of Align 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 Align 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 Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 314 132.10

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
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BlackRock
Ameriprise Financial
Acorns Advisers
Mission Wealth Management
Wells Fargo & Company
M^T Bank Corporation
UBS Group
LPL Financial
Mercer Global Advisors
Shira Ridge Wealth Management
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx