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iShares FTSE KLD Select Scil Idx shares owned by Fingerlakes Wealth Management

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Fingerlakes Wealth Management from 13F filings

Historical chart of Fingerlakes Wealth Management 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 Fingerlakes Wealth Management 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 Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 14k 109.17
2023-12-31 $1.4M 14k 100.51
2023-09-30 $1.2M 14k 89.97
2023-06-30 $1.3M 14k 93.64
2023-03-31 $1.2M 13k 87.77
2022-12-31 $1.1M 13k 82.32
2022-09-30 $1.0M 13k 75.94
2022-06-30 $1.0M 13k 80.66
2022-03-31 $1.2M 12k 96.85
2021-12-31 $1.3M 12k 106.28