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iShares FTSE KLD Select Scil Idx shares owned by McKinley Carter Wealth Services

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

Historical chart of McKinley Carter Wealth Services 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 McKinley Carter Wealth Services 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 McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 1.6k 139.30
2025-09-30 $213k 1.6k 135.66
2021-12-31 $205k 1.9k 106.33
2020-12-31 $299k 3.6k 82.44
2020-09-30 $285k 1.9k 147.36
2020-06-30 $284k 2.1k 133.84
2020-03-31 $232k 2.1k 109.64
2019-12-31 $284k 2.1k 133.84
2019-09-30 $275k 2.2k 123.54
2019-06-30 $270k 2.2k 121.90
2019-03-31 $263k 2.2k 118.15
2018-03-31 $68k 612 111.11