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iShares FTSE KLD Select Scil Idx shares owned by Garrett Investment Advisors

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Garrett Investment Advisors from 13F filings

Historical chart of Garrett Investment 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 Garrett Investment Advisors 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 22k 120.37
2024-06-30 $2.5M 22k 112.37
2024-03-31 $2.6M 24k 109.17
2023-12-31 $2.3M 23k 100.51
2023-09-30 $1.4M 16k 89.97

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Garrett Investment Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx