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iShares FTSE KLD Select Scil Idx shares owned by Evelyn Partners Asset Management

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

Historical chart of Evelyn Partners Asset 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 Evelyn Partners 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 Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 335 135.65
2025-06-30 $43k 335 126.75

More positions owned by Evelyn Partners Asset Management

Mfc Spdr Gold Tr Gold Etf (GLD)
Vanguard Intl Equity Index F Etf (VT)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Amazon Common (AMZN)
Vaneck Etf Tr Gold Miners Etf Etf (GDX)
Visa Class A (V)
Stryker Corp Common (SYK)
Automatic Data Processing In Common (ADP)
Disney Walt Common (DIS)
Apple Common (AAPL)
Mastercard Inc Cl A Class A (MA)
Intuit Common (INTU)
Litman Gregory Fds Tr Common (DBMF)
Autozone Common (AZO)

View all positions for Evelyn Partners Asset Management

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
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Royal Bank of Canada
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
UBS Group
Acorns Advisers
Mission Wealth Management
Jpmorgan Chase & Co
Wells Fargo & Company
Mercer Global Advisors
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx