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iShares FTSE KLD Select Scil Idx shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in iShares FTSE KLD Select Scil Idx

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All positions including iShares FTSE KLD Select Scil Idx held by Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 237k 120.37
2024-06-30 $24M 211k 112.37
2024-03-31 $24M 217k 109.17
2023-09-30 $20M 225k 89.97
2023-06-30 $21M 228k 93.64
2023-03-31 $22M 249k 87.77
2022-12-31 $19M 234k 82.32
2022-09-30 $17M 228k 75.91
2022-06-30 $19M 236k 80.69
2022-03-31 $27M 275k 96.84
2021-12-31 $29M 272k 106.25
2021-09-30 $24M 250k 95.95
2021-06-30 $22M 234k 95.54
2021-03-31 $19M 217k 87.82
2020-12-31 $11M 127k 82.34
2020-09-30 $14M 93k 147.09
2020-06-30 $6.7M 50k 133.77
2020-03-31 $8.1M 74k 109.77
2019-12-31 $8.5M 64k 134.03
2019-09-30 $6.0M 49k 123.61
2019-06-30 $4.7M 39k 121.86
2019-03-31 $4.2M 36k 118.24
2018-12-31 $3.0M 29k 103.14
2018-09-30 $1.0M 8.8k 119.35
2018-06-30 $3.1M 27k 112.77
2018-03-31 $3.2M 29k 110.44
2017-12-31 $3.6M 32k 111.08
2017-09-30 $3.4M 32k 104.52
2017-06-30 $3.2M 32k 102.24
2017-03-31 $3.4M 34k 98.29
2016-12-31 $2.8M 31k 92.05
2016-09-30 $2.5M 27k 90.94
2016-06-30 $2.3M 27k 86.47
2016-03-31 $2.2M 26k 85.13
2015-12-31 $2.0M 24k 83.38
2015-09-30 $2.2M 28k 78.81
2015-06-30 $2.1M 24k 85.10
2015-03-31 $2.5M 29k 85.87
2014-12-31 $2.0M 24k 86.12
2014-09-30 $2.1M 25k 82.32
2014-06-30 $1.7M 20k 82.29
2014-03-31 $1.5M 20k 78.10
2013-12-31 $1.6M 21k 76.73
2013-09-30 $1.4M 20k 70.72
2013-06-30 $1.2M 18k 67.64

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx