iShares FTSE KLD Select Scil Idx shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 11k | 120.38 |
| 2024-06-30 | $1.2M | 11k | 112.38 |
| 2024-03-31 | $336k | 3.1k | 109.19 |
| 2023-12-31 | $309k | 3.1k | 100.53 |
| 2023-09-30 | $277k | 3.1k | 89.98 |
| 2023-06-30 | $288k | 3.1k | 93.66 |
| 2023-03-31 | $270k | 3.1k | 87.78 |
| 2022-12-31 | $253k | 3.1k | 82.33 |
| 2022-09-30 | $260k | 3.4k | 75.91 |
| 2022-06-30 | $276k | 3.4k | 80.58 |
| 2022-03-31 | $334k | 3.4k | 96.95 |
| 2021-12-31 | $371k | 3.5k | 106.30 |
| 2021-09-30 | $333k | 3.5k | 95.97 |
| 2021-06-30 | $332k | 3.5k | 95.68 |
| 2021-03-31 | $305k | 3.5k | 87.90 |
| 2020-12-31 | $286k | 3.5k | 82.42 |
| 2020-09-30 | $255k | 1.7k | 146.97 |
| 2020-06-30 | $232k | 1.7k | 133.72 |
| 2019-12-31 | $233k | 1.7k | 134.29 |
| 2019-09-30 | $214k | 1.7k | 123.34 |
| 2019-06-30 | $211k | 1.7k | 121.61 |
| 2019-03-31 | $205k | 1.7k | 118.16 |
| 2018-09-30 | $207k | 1.7k | 119.31 |
| 2018-06-30 | $202k | 1.7k | 116.43 |
| 2017-06-30 | $203k | 2.0k | 103.57 |
| 2017-03-31 | $227k | 2.3k | 98.27 |
| 2016-12-31 | $274k | 3.0k | 92.10 |
| 2016-09-30 | $272k | 3.0k | 90.82 |
| 2016-06-30 | $259k | 3.0k | 86.48 |
| 2016-03-31 | $255k | 3.0k | 85.14 |
| 2015-12-31 | $252k | 3.0k | 83.31 |
| 2015-09-30 | $363k | 4.6k | 78.81 |
| 2015-06-30 | $392k | 4.6k | 85.11 |
| 2015-03-31 | $453k | 5.3k | 85.78 |
| 2014-12-31 | $455k | 5.3k | 86.16 |
| 2014-09-30 | $435k | 5.3k | 82.37 |
| 2014-06-30 | $430k | 5.2k | 82.20 |
| 2014-03-31 | $409k | 5.2k | 78.19 |
| 2013-12-31 | $303k | 4.0k | 76.69 |
| 2013-09-30 | $272k | 3.9k | 70.63 |
| 2013-06-30 | $213k | 3.2k | 67.60 |
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