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iShares FTSE KLD Select Scil Idx shares owned by Colony

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

Historical chart of Colony 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 Colony 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 Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 22k 135.65
2025-06-30 $2.7M 22k 126.75
2025-03-31 $2.4M 21k 114.87
2024-12-31 $2.7M 23k 121.59
2024-09-30 $3.0M 25k 120.37
2024-06-30 $4.2M 37k 112.34
2024-03-31 $2.3M 21k 109.18
2023-12-31 $2.3M 23k 100.53

More positions owned by Colony

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
Morgan Stanley
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
UBS Group
Acorns Advisers
Mission Wealth Management
Jpmorgan Chase & Co
Wells Fargo & Company
Mercer Global Advisors
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx