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iShares FTSE KLD Select Scil Idx shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain 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 Hanson McClain 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 21k 120.37
2024-06-30 $2.4M 21k 113.64
2024-03-31 $2.3M 21k 109.17
2023-12-31 $2.1M 21k 100.51
2023-09-30 $19k 213 90.10
2023-06-30 $20k 213 93.78
2023-03-31 $18k 210 87.68

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Vanguard Index Fds Total Stk Mkt (VTI)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Usd Inv Grde Etf (USIG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain 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