Gould Asset Management »

iShares FTSE KLD Select Scil Idx shares owned by Gould Asset Management

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

Historical chart of Gould Asset 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 Gould Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Gould Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 15k 100.51
2023-09-30 $1.4M 15k 89.97
2023-06-30 $1.4M 15k 93.64
2023-03-31 $1.3M 15k 87.77
2022-12-31 $1.2M 15k 82.32
2022-09-30 $978k 13k 75.90
2022-06-30 $1.1M 13k 80.66
2022-03-31 $1.3M 13k 96.81
2021-12-31 $1.5M 14k 106.26
2021-09-30 $1.3M 14k 95.92
2021-06-30 $1.3M 14k 95.54
2021-03-31 $1.2M 14k 87.80
2020-12-31 $1.2M 14k 82.31
2020-09-30 $1.1M 7.4k 147.09
2020-06-30 $985k 7.4k 133.83
2020-03-31 $832k 7.6k 109.84
2019-12-31 $1.1M 8.4k 133.97
2019-09-30 $1.2M 9.9k 123.65
2019-06-30 $1.3M 10k 121.85
2019-03-31 $1.2M 9.9k 118.29
2018-12-31 $1.0M 10k 103.16
2018-09-30 $1.3M 11k 119.36
2018-06-30 $972k 8.6k 112.76
2018-03-31 $900k 8.1k 110.91
2017-12-31 $1.1M 9.7k 111.10
2017-09-30 $743k 7.1k 104.50
2017-06-30 $696k 6.8k 102.28
2017-03-31 $318k 3.2k 98.30
2016-12-31 $298k 3.2k 92.12
2016-09-30 $294k 3.2k 90.88
2016-06-30 $280k 3.2k 86.55
2016-03-31 $275k 3.2k 85.01
2015-12-31 $270k 3.2k 83.46
2015-09-30 $255k 3.2k 78.83
2015-06-30 $275k 3.2k 85.01
2015-03-31 $257k 3.0k 85.95
2014-12-31 $257k 3.0k 85.95
2014-09-30 $246k 3.0k 82.27
2014-06-30 $316k 3.8k 82.29
2014-03-31 $300k 3.8k 78.12
2013-12-31 $295k 3.8k 76.82
2013-09-30 $272k 3.8k 70.83
2013-06-30 $331k 4.9k 67.69
2013-03-31 $325k 4.9k 66.46
2012-12-31 $290k 4.9k 59.30
2012-09-30 $293k 4.9k 59.92
2012-06-30 $279k 4.9k 57.06
2012-03-31 $301k 4.9k 61.55
2011-09-30 $244k 4.9k 49.90
2011-06-30 $282k 4.9k 57.67
2011-03-31 $281k 4.9k 57.46
2010-12-31 $269k 4.9k 55.01

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis Spdr Gld Minis (GLDM)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Sp500 Fosl Etf Spdr S&p 500 Etf (SPYX)
Vanguard Extended Market Inde Extend Mkt Etf (VXF)
Apple (AAPL)
Vanguard St Tips Bond Strm Infproidx (VTIP)
Pimcototal Return Etf Active Bd Etf (BOND)

View all positions for Gould Asset Management

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx