Epstein & White Financial »

iShares FTSE KLD Select Scil Idx shares owned by Epstein & White Financial

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Epstein & White Financial from 13F filings

Historical chart of Epstein & White Financial investment in iShares FTSE KLD Select Scil Idx

Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021200k300k400k200030004000
Value ($)Share countHistorical SUSA position of Epstein & White … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Epstein & White Financial 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 Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $450k 4.7k 95.48
2021-03-31 $357k 4.1k 87.65
2020-12-31 $331k 4.0k 82.63
2020-09-30 $282k 1.9k 147.64
2020-06-30 $253k 1.9k 135.08
2019-12-31 $236k 1.8k 134.17
2019-09-30 $222k 1.8k 123.26
2019-06-30 $218k 1.8k 121.04
2019-03-31 $209k 1.8k 118.82
2018-09-30 $203k 1.7k 119.48