Cornerstone Wealth Management »

iShares FTSE KLD Select Scil Idx shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth 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 Cornerstone Wealth Management 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 21k 109.17
2023-12-31 $2.0M 20k 100.51
2023-09-30 $1.8M 20k 89.97
2023-06-30 $2.0M 21k 93.64
2023-03-31 $1.7M 19k 87.77
2022-09-30 $1.4M 19k 75.94
2022-06-30 $1.6M 20k 80.71
2022-03-31 $1.9M 19k 96.83
2021-12-31 $2.3M 22k 106.24
2021-09-30 $2.0M 21k 95.94
2021-06-30 $1.9M 20k 95.55
2021-03-31 $1.8M 20k 87.80
2020-12-31 $1.6M 20k 82.35
2020-09-30 $1.4M 9.5k 147.12
2020-06-30 $1.3M 10k 133.74
2020-03-31 $1.1M 10k 109.76
2019-12-31 $1.2M 9.0k 134.04
2019-09-30 $710k 5.7k 123.56
2019-06-30 $647k 5.3k 121.80
2019-03-31 $1.6M 4.9k 325.85
2018-12-31 $515k 5.0k 102.37
2018-09-30 $4.1M 435k 9.47
2018-06-30 $4.6M 519k 8.87
2018-03-31 $474k 4.4k 107.26
2017-12-31 $376k 3.3k 114.56
2017-09-30 $436k 4.1k 105.77
2017-06-30 $371k 3.7k 101.59
2017-03-31 $319k 3.3k 97.73
2016-12-31 $214k 2.3k 93.00
2016-03-31 $268k 3.8k 71.47

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

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
Wells Fargo & Company
Mission Wealth Management
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