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iShares FTSE KLD Select Scil Idx shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 31k 100.51
2023-09-30 $2.7M 30k 90.01
2023-06-30 $1.3M 14k 93.64
2023-03-31 $1.1M 13k 87.77
2022-12-31 $1.1M 5.0k 213.27
2022-09-30 $602k 7.9k 75.96
2022-06-30 $445k 5.5k 80.62