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iShares FTSE KLD Select Scil Idx shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2024-09-30 $578k 4.8k 120.37
2024-06-30 $444k 4.0k 112.37
2024-03-31 $411k 3.8k 109.17
2023-12-31 $345k 3.4k 100.51
2023-09-30 $255k 2.8k 89.97
2023-06-30 $253k 2.7k 93.64
2023-03-31 $225k 2.6k 87.77

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

View all positions for McAdam

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