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iShares FTSE KLD Select Scil Idx shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors 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 Milestone Investment Advisors 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 Milestone Investment Advisors

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 $1.8M 16k 109.17
2023-12-31 $1.7M 17k 100.51
2023-09-30 $1.6M 18k 89.97
2023-06-30 $1.8M 20k 93.64
2023-03-31 $1.8M 20k 87.77
2022-12-31 $1.8M 22k 82.32