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iShares FTSE KLD Select Scil Idx shares owned by Financial Services Advisory

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

Historical chart of Financial Services Advisory 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 Services Advisory 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 Services Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 24k 109.17
2023-12-31 $2.4M 24k 100.51

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Iboxx Hi Yd Etf (HYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Financial Services Advisory

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Mission Wealth Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx