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

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

Historical chart of AllSquare 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 AllSquare 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $248k 2.2k 112.37
2024-03-31 $241k 2.2k 109.17
2023-12-31 $222k 2.2k 100.51
2023-09-30 $199k 2.2k 89.97
2023-06-30 $196k 2.2k 88.70
2023-03-31 $194k 2.2k 87.77
2022-12-31 $182k 2.2k 82.32
2022-09-30 $168k 2.2k 76.02
2022-06-30 $178k 2.2k 80.54
2022-03-31 $197k 2.0k 97.04
2021-12-31 $216k 2.0k 106.40
2021-09-30 $195k 2.0k 96.06
2021-06-30 $194k 2.0k 95.57
2021-03-31 $178k 2.0k 87.68
2020-12-31 $167k 2.0k 82.27
2020-09-30 $149k 1.0k 146.80
2020-06-30 $144k 1.1k 133.95
2020-03-31 $112k 1.0k 109.48
2019-12-31 $137k 1.0k 133.92
2019-09-30 $133k 1.1k 123.38
2019-06-30 $131k 1.1k 121.52
2019-03-31 $127k 1.1k 117.81
2018-12-31 $111k 1.1k 102.97
2018-09-30 $155k 1.3k 119.60
2018-06-30 $136k 1.2k 112.49
2018-03-31 $134k 1.2k 110.84
2017-12-31 $134k 1.2k 110.84
2017-09-30 $126k 1.2k 104.22
2017-03-31 $119k 1.2k 98.43
2016-12-31 $111k 1.2k 91.81
2016-09-30 $110k 1.2k 90.98
2016-06-30 $105k 1.2k 86.85
2016-03-31 $103k 1.2k 85.19
2015-12-31 $101k 1.2k 83.54
2015-09-30 $95k 1.2k 78.58
2015-06-30 $103k 1.2k 85.19
2015-03-31 $117k 1.4k 85.71
2014-12-31 $161k 1.9k 86.33

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

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