D. J. St. Germain »

iShares FTSE KLD Select Scil Idx shares owned by D. J. St. Germain

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by D. J. St. Germain from 13F filings

Historical chart of D. J. St. Germain investment in iShares FTSE KLD Select Scil Idx

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All positions including iShares FTSE KLD Select Scil Idx held by D. J. St. Germain 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 D. J. St. Germain

Quarter filed Position value Share count Share price at filing
2023-12-31 $43k 431 100.51
2022-12-31 $2.4M 29k 82.32
2021-12-31 $1.1M 9.9k 106.22
2021-09-30 $819k 8.5k 95.95
2021-06-30 $527k 5.5k 95.52
2021-03-31 $485k 5.5k 87.91

More positions owned by D. J. St. Germain

Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Apple Stock (AAPL)
Spdr Portfolio Corporate Bond Etf Etf (SPBO)
Alphabet Inc Cl A Stock (GOOGL)
Jpmorgan Diversified Return U.s. Equity Etf Etf (JPUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Meta Platforms Inc Cl A Stock (META)
Schlumberger Ltd Com Stk Stock (SLB)
Jpmorgan Chase & Co Stock (JPM)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Microsoft Corp Stock (MSFT)
Cvs Health Corp Stock (CVS)
Procter And Gamble Stock (PG)
Johnson & Johnson Stock (JNJ)
Ishares Mbs Etf Etf (MBB)

View all positions for D. J. St. Germain

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
Raymond James Financial Services Advisors
Deutsche Bank Aktiengesellschaft
Raymond James & Associates
Shira Ridge Wealth Management
Ellevest
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx