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iShares FTSE KLD Select Scil Idx shares owned by Financial Planning Fort Collins

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Financial Planning Fort Collins from 13F filings

Historical chart of Financial Planning Fort Collins 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 Financial Planning Fort Collins 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 Financial Planning Fort Collins

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 7.7k 139.34

More positions owned by Financial Planning Fort Collins

Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Fidelity Merrimack Str Tr Systematic Mun (FMUN)
Ishares Tr Esg Optimized (SUSA)

View all positions for Financial Planning Fort Collins

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx