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

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

Historical chart of Cranbrook 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 Cranbrook Wealth Management 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 Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $109k 893 121.61
2024-09-30 $118k 977 120.35
2024-06-30 $110k 976 112.37
2024-03-31 $115k 1.0k 109.16
2023-12-31 $105k 1.0k 100.51
2023-09-30 $94k 1.0k 89.94
2023-06-30 $98k 1.0k 93.61
2023-03-31 $92k 1.0k 87.76
2022-12-31 $113k 1.4k 82.34
2022-09-30 $104k 1.4k 76.02
2022-06-30 $110k 1.4k 80.59
2022-03-31 $132k 1.4k 96.85
2021-12-31 $145k 1.4k 106.54
2021-09-30 $130k 1.4k 95.66
2021-06-30 $130k 1.4k 95.73
2021-03-31 $119k 1.4k 87.76
2020-12-31 $112k 1.4k 82.66
2020-09-30 $99k 676 146.45
2020-06-30 $90k 675 133.33
2020-03-31 $74k 674 109.79
2019-12-31 $153k 1.1k 134.45
2019-09-30 $216k 1.7k 123.71
2019-06-30 $212k 1.7k 121.56
2019-03-31 $127k 1.1k 117.81
2018-12-31 $110k 1.1k 102.90
2018-09-30 $128k 1.1k 119.74
2018-06-30 $121k 1.1k 113.19
2018-03-31 $119k 1.1k 111.32
2017-12-31 $119k 1.1k 111.32
2017-09-30 $112k 1.1k 104.77
2017-06-30 $109k 1.1k 101.96
2017-03-31 $105k 1.1k 98.22
2016-12-31 $98k 1.1k 91.67
2016-09-30 $97k 1.1k 90.74
2016-06-30 $92k 1.1k 86.06
2016-03-31 $91k 1.1k 85.13
2015-12-31 $89k 1.1k 83.26
2015-09-30 $84k 1.1k 78.58
2015-06-30 $91k 1.1k 85.13
2015-03-31 $92k 1.1k 86.06
2014-12-31 $92k 1.1k 86.06
2014-09-30 $88k 1.1k 82.32
2014-06-30 $88k 1.1k 82.32
2014-03-31 $71k 904 78.54
2013-12-31 $69k 904 76.33

More positions owned by Cranbrook Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Cranbrook Wealth Management

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Ameriprise Financial
Spinnaker Trust
Royal Bank of Canada
UBS Group
M^T Bank Corporation
BlackRock
Mission Wealth Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
Raymond James Financial

View all funds holding iShares FTSE KLD Select Scil Idx