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iShares FTSE KLD Select Scil Idx shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 18k 100.51
2023-09-30 $1.5M 17k 89.97
2023-06-30 $1.6M 17k 93.64
2023-03-31 $1.5M 17k 87.77
2022-12-31 $830k 10k 82.32

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View all positions for CI Private Wealth

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
Mission Wealth Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx