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iShares FTSE KLD Select Scil Idx shares owned by Carret Asset Management

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

Historical chart of Carret 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 Carret 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 Carret Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $838k 7.0k 120.37
2024-06-30 $780k 6.9k 112.37
2024-03-31 $756k 6.9k 109.17
2023-12-31 $694k 6.9k 100.52
2023-09-30 $616k 6.8k 89.97
2023-06-30 $641k 6.8k 93.65
2023-03-31 $599k 6.8k 87.73
2022-12-31 $560k 6.8k 82.33
2022-09-30 $512k 6.7k 75.98
2022-06-30 $544k 6.7k 80.72
2022-03-31 $651k 6.7k 96.88