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iShares FTSE KLD Select Scil Idx shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 15k 120.37
2024-06-30 $1.7M 15k 112.37
2024-03-31 $1.7M 15k 109.17
2023-12-31 $1.5M 15k 100.51
2023-09-30 $1.4M 15k 89.97
2023-06-30 $1.4M 15k 93.64
2022-12-31 $1.3M 15k 82.32
2022-09-30 $1.2M 15k 75.94
2022-06-30 $1.2M 15k 80.67
2022-03-31 $1.5M 15k 96.82
2021-12-31 $1.8M 17k 106.26
2021-09-30 $1.7M 17k 95.98
2021-06-30 $1.6M 1.6k 1000.00
2021-03-31 $1.4M 17k 87.80
2020-12-31 $1.4M 17k 82.34
2020-09-30 $1.2M 8.3k 147.10
2020-06-30 $1.1M 8.3k 133.83
2020-03-31 $919k 8.4k 109.81
2019-12-31 $946k 7.1k 133.98
2019-09-30 $548k 4.4k 123.53
2019-06-30 $554k 4.5k 121.84
2019-03-31 $530k 4.5k 118.28
2018-12-31 $457k 4.4k 103.16
2018-09-30 $459k 3.8k 119.25
2018-06-30 $434k 3.8k 112.76
2018-03-31 $427k 3.8k 110.94
2017-12-31 $326k 2.9k 110.96
2017-09-30 $307k 2.9k 104.49
2017-06-30 $300k 2.9k 102.11
2017-03-31 $589k 6.0k 98.18
2016-12-31 $552k 6.0k 92.02
2016-09-30 $564k 6.2k 91.03
2016-06-30 $603k 7.0k 86.48
2016-03-31 $611k 7.2k 85.17
2015-12-31 $294k 3.5k 83.40

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
Spdr Ser Tr Portfolio Short (SPSB)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Litman Gregory Asset Management

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