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iShares FTSE KLD Select Scil Idx shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.7k 120.37
2024-06-30 $1.1M 9.7k 112.37
2024-03-31 $1.2M 11k 109.17
2023-12-31 $1.1M 11k 100.51
2023-09-30 $997k 11k 89.97
2023-06-30 $501k 5.4k 93.64

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Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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