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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

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
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