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iShares FTSE KLD Select Scil Idx shares owned by Mallini Complete Financial Planning

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Mallini Complete Financial Planning from 13F filings

Historical chart of Mallini Complete Financial Planning investment in iShares FTSE KLD Select Scil Idx

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All positions including iShares FTSE KLD Select Scil Idx held by Mallini Complete Financial Planning 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 Mallini Complete Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$463k	3.4k	135.65
2025-06-30	$433k	3.4k	126.75
2025-03-31	$392k	3.4k	114.87
2024-12-31	$415k	3.4k	121.59

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Vanguard Total Stock Market Etf Etf (VTI)

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Vanguard Total International Stock Etf Etf (VXUS)

Vanguard Tax-exempt Bond Etf Etf (VTEB)

Vanguard Esg U.s. Stock Etf Etf (ESGV)

Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)

Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)

Vanguard S&p 500 Etf Etf (Principal) (VOO)

Vanguard Esg International Stock Etf Etf (VSGX)

Ares Capital Corp Cef (ARCC)

Apple Stock (AAPL)

Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)

Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

Guggenheim Strategic Opportun Com Sbi Cef (GOF)

Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services

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Mercer Global Advisors

Betterment

View all funds holding iShares FTSE KLD Select Scil Idx

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