iShares FTSE KLD Select Scil Idx shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors 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 Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE KLD Select Scil Idx by Financial Synergies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $26k | 234 | 109.24 |
2023-12-31 | $15k | 180 | 82.26 |
2023-09-30 | $19k | 214 | 89.96 |
2023-06-30 | $19k | 204 | 93.63 |
2023-03-31 | $17k | 195 | 87.55 |
2022-12-31 | $15k | 180 | 82.26 |
2022-09-30 | $12k | 152 | 76.01 |
2022-06-30 | $11k | 142 | 80.48 |
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