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iShares FTSE KLD Select Scil Idx shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 96 135.65
2025-06-30 $12k 96 126.75

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

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