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iShares FTSE KLD Select Scil Idx shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $279k 2.6k 109.18
2023-12-31 $253k 2.5k 100.49
2021-06-30 $130M 130k 1000.00
2021-03-31 $120k 1.3k 90.07
2020-12-31 $111k 1.3k 82.91

More positions owned by Flagship Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Global Tech Etf (IXN)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Flagship Private Wealth

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx