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GLOBALT Investments LLC / GA »

iShares FTSE KLD Select Scil Idx shares owned by GLOBALT Investments LLC / GA

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by GLOBALT Investments LLC / GA from 13F filings

Historical chart of GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$202k	1.5k	135.65
2024-09-30	$259k	2.2k	120.37
2024-06-30	$234k	2.1k	112.37
2024-03-31	$228k	2.1k	109.17
2023-12-31	$238k	2.4k	100.51

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SPDR Portfolio Short Term Trea Portfolio Sh Tsr (SPTS)

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iShares iBonds Dec 2027 Term T Ibonds 27 Trm Ts (IBTH)

Ishares Tr Russell 2000 Etf (IWM)

iShares iBonds Dec 2033 Term T Ibonds Dec 2033 (IBTO)

Ishares Tr Rus Md Cp Gr Etf (IWP)

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SPDR MSCI ACWI ex-US ETF Msci Acwi Exus (CWI)

SPDR Portfolio Treasury ETF Portfolio Treasu (SPTB)

Microsoft Corporation (MSFT)

View all positions for GLOBALT Investments LLC / GA

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