iShares FTSE KLD Select Scil Idx shares owned by Brio Consultants
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $455k | 3.8k | 120.36 |
| 2024-06-30 | $337k | 3.0k | 112.36 |
| 2024-03-31 | $276k | 2.5k | 109.15 |
| 2023-12-31 | $254k | 2.5k | 100.50 |
| 2023-09-30 | $234k | 2.6k | 89.98 |
| 2023-06-30 | $254k | 2.7k | 93.65 |
| 2023-03-31 | $237k | 2.7k | 87.78 |
| 2022-12-31 | $221k | 2.7k | 82.32 |
| 2022-09-30 | $216k | 2.7k | 79.94 |
| 2022-06-30 | $238k | 2.9k | 81.17 |
| 2022-03-31 | $284k | 2.9k | 96.73 |
| 2021-12-31 | $319k | 3.0k | 106.30 |
| 2021-09-30 | $322k | 3.4k | 96.00 |
| 2021-06-30 | $319k | 3.3k | 95.39 |
| 2021-03-31 | $295k | 3.4k | 87.88 |
| 2020-12-31 | $276k | 3.3k | 82.44 |
| 2020-09-30 | $269k | 1.8k | 147.32 |
| 2020-06-30 | $244k | 1.8k | 133.99 |
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