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iShares FTSE KLD Select Scil Idx shares owned by Baker Avenue Asset Management

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

Historical chart of Baker Avenue Asset 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 Baker Avenue Asset 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 19k 100.51
2023-09-30 $1.7M 18k 89.97
2023-06-30 $1.7M 18k 93.64
2023-03-31 $1.6M 18k 87.77
2022-12-31 $1.3M 16k 82.32
2022-09-30 $1.3M 17k 75.89
2022-06-30 $1.3M 16k 80.68
2022-03-31 $1.9M 20k 96.86
2021-12-31 $2.0M 19k 106.26
2021-09-30 $1.8M 19k 95.90
2021-06-30 $1.8M 19k 95.49
2021-03-31 $1.4M 16k 87.79
2020-12-31 $1.1M 7.2k 146.97
2020-09-30 $1.1M 7.2k 146.97
2020-06-30 $948k 7.1k 133.80
2020-03-31 $323k 3.0k 109.49
2019-12-31 $591k 4.4k 133.86
2019-09-30 $540k 4.4k 123.46
2019-06-30 $528k 4.3k 121.69
2019-03-31 $636k 5.4k 118.24
2018-12-31 $583k 5.6k 103.20
2018-09-30 $665k 5.6k 119.37
2018-06-30 $699k 6.2k 112.81
2018-03-31 $670k 6.0k 110.82
2017-12-31 $714k 6.4k 111.11
2017-09-30 $621k 5.9k 104.42
2017-06-30 $608k 5.9k 102.24
2017-03-31 $1.5M 15k 98.24
2016-12-31 $1.1M 12k 92.04
2016-09-30 $1.4M 15k 90.94
2016-06-30 $2.3M 27k 86.46
2016-03-31 $2.1M 25k 85.10
2015-12-31 $2.1M 26k 83.37
2015-09-30 $1.3M 16k 78.78
2015-06-30 $1.2M 14k 85.13
2015-03-31 $1.2M 14k 85.89
2014-12-31 $779k 9.1k 86.06
2014-09-30 $617k 7.5k 82.37
2014-06-30 $489k 5.9k 82.31
2013-12-31 $299k 3.9k 76.67
2013-09-30 $207k 2.9k 70.65

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Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Dimensional Core Fixed Income Etf Etf (DFCF)
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Netflix Stock (NFLX)
Ishares Russell 1000 Growth Etf Etf (IWF)
Amazon.com Stock (AMZN)
Tesla Motors Stock (TSLA)
Ishares S&p 500 Index Etf (IVV)

View all positions for Baker Avenue Asset Management

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
Raymond James Financial Services Advisors
Deutsche Bank Aktiengesellschaft
Raymond James & Associates
Shira Ridge Wealth Management
Ellevest
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx