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iShares FTSE KLD Select Scil Idx shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $345k 2.6k 132.10

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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