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iShares FTSE KLD Select Scil Idx shares owned by Corepath Wealth Partners

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

Historical chart of Corepath Wealth Partners 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 Corepath Wealth Partners 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 Corepath Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $459k 3.2k 142.28
2025-09-30 $441k 3.2k 136.99

More positions owned by Corepath Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Corepath Wealth Partners

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx