Coastline Trust »

iShares FTSE KLD Select Scil Idx shares owned by Coastline Trust

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

Historical chart of Coastline Trust 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 Coastline Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.4k 120.37
2024-06-30 $1.1M 9.4k 112.37
2024-03-31 $1.0M 9.5k 109.17
2023-12-31 $823k 8.2k 100.51

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p500 Etf (IVV)
Vanguard Etf/usa Sm Cp Val Etf (VBR)
BlackRock Fund Advisors Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
BlackRock Fund Advisors Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)
Vanguard Etf/usa Total Stk Mkt (VTI)
SSgA Funds Management Tr Unit (SPY)
BlackRock Fund Advisors Msci Jpn Etf New (EWJ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx