iShares FTSE KLD Select Scil Idx shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 14k | 89.97 |
| 2023-06-30 | $1.3M | 14k | 93.64 |
| 2023-03-31 | $1.2M | 14k | 87.77 |
| 2022-12-31 | $1.1M | 14k | 82.32 |
| 2022-09-30 | $1.0M | 13k | 75.90 |
| 2022-06-30 | $1.1M | 14k | 80.66 |
| 2022-03-31 | $1.3M | 14k | 96.86 |
| 2021-12-31 | $1.5M | 14k | 106.23 |
| 2021-09-30 | $1.3M | 14k | 95.92 |
| 2021-06-30 | $2.0M | 21k | 95.55 |
| 2021-03-31 | $1.8M | 21k | 87.82 |
| 2020-12-31 | $1.7M | 21k | 82.32 |
| 2020-09-30 | $1.5M | 10k | 147.06 |
| 2020-06-30 | $1.4M | 10k | 133.74 |
| 2020-03-31 | $1.1M | 10k | 109.79 |
| 2019-12-31 | $1.4M | 10k | 134.03 |
| 2019-09-30 | $1.3M | 10k | 123.60 |
| 2019-06-30 | $1.3M | 10k | 121.86 |
| 2019-03-31 | $1.2M | 10k | 118.25 |
| 2018-12-31 | $944k | 9.2k | 103.15 |
| 2018-09-30 | $1.1M | 9.2k | 119.32 |
| 2018-06-30 | $1.0M | 9.2k | 112.76 |
| 2018-03-31 | $1.0M | 9.2k | 110.90 |
| 2017-12-31 | $1.0M | 9.2k | 111.12 |
| 2017-09-30 | $956k | 9.2k | 104.46 |
| 2017-06-30 | $936k | 9.2k | 102.27 |
| 2017-03-31 | $899k | 9.2k | 98.23 |
| 2016-12-31 | $842k | 9.2k | 92.00 |
| 2016-09-30 | $832k | 9.2k | 90.91 |
| 2016-06-30 | $791k | 9.2k | 86.43 |
| 2016-03-31 | $779k | 9.2k | 85.12 |
| 2015-12-31 | $771k | 9.3k | 83.33 |
| 2015-09-30 | $672k | 8.5k | 78.81 |
| 2015-06-30 | $682k | 8.0k | 85.16 |
| 2015-03-31 | $618k | 7.2k | 85.95 |
| 2014-12-31 | $480k | 5.6k | 86.10 |
| 2014-09-30 | $582k | 7.1k | 82.26 |
| 2014-06-30 | $591k | 7.2k | 82.15 |
| 2014-03-31 | $587k | 7.5k | 78.12 |
| 2013-12-31 | $820k | 11k | 76.74 |
| 2013-09-30 | $709k | 10k | 70.76 |
| 2013-06-30 | $639k | 9.4k | 67.65 |
| 2013-03-31 | $544k | 8.2k | 66.50 |
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