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iShares FTSE KLD Select Scil Idx shares owned by Grant/GrossMendelsohn

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

Historical chart of Grant/GrossMendelsohn 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 Grant/GrossMendelsohn 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 Grant/GrossMendelsohn

Quarter filed Position value Share count Share price at filing
2024-12-31 $201k 1.7k 121.59
2022-03-31 $1.1M 12k 94.87
2021-12-31 $1.2M 12k 103.66
2021-09-30 $1.2M 12k 102.26
2021-06-30 $1.1M 12k 96.08
2021-03-31 $1.0M 11k 92.16

More positions owned by Grant/GrossMendelsohn

Ishares Tr TRS FLT RT BD (TFLO)
Spdr Gold Tr Gold Shs (GLD)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Oracle Corporation (ORCL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Covington Trust Msci Utils Index (FUTY)
Apple (AAPL)
Fidelity Covington Trust Consmr Staples (FSTA)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Microsoft Corporation (MSFT)

View all positions for Grant/GrossMendelsohn

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
Morgan Stanley
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
UBS Group
Acorns Advisers
Mission Wealth Management
Jpmorgan Chase & Co
Wells Fargo & Company
Mercer Global Advisors
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx