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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
2025-12-31 $47k 335 139.35
2025-09-30 $45k 335 135.65
2025-06-30 $43k 335 126.75
2025-03-31 $39k 335 114.87
2024-12-31 $41k 335 121.59

More positions owned by Evelyn Partners Asset Management

Spdr Gold Tr Gold Shs (GLD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Visa Com Cl A (V)
Booking Holdings (BKNG)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Stryker Corporation (SYK)
Walt Disney Company (DIS)
Waters Corporation (WAT)
Automatic Data Processing (ADP)
Mastercard Incorporated Cl A (MA)

View all positions for Evelyn Partners Asset Management

Top funds holding iShares FTSE KLD Select Scil Idx

Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Spinnaker Trust
TrueNorth
Ameriprise Financial
BlackRock
Acorns Advisers
Mission Wealth Management
Mercer Global Advisors
Wells Fargo & Company
M^T Bank Corporation
UBS Group

View all funds holding iShares FTSE KLD Select Scil Idx