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iShares FTSE KLD Select Scil Idx shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth 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 Mission Wealth 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $56M 461k 120.37
2024-06-30 $51M 452k 112.37
2024-03-31 $52M 479k 109.17
2023-12-31 $44M 436k 100.51
2023-09-30 $41M 451k 89.97
2023-06-30 $40M 428k 93.64
2023-03-31 $36M 411k 87.77
2022-12-31 $32M 387k 82.32
2022-09-30 $31M 409k 75.91
2022-06-30 $32M 397k 80.69
2022-03-31 $33M 345k 96.84
2021-12-31 $34M 320k 106.25
2021-09-30 $28M 290k 95.95
2021-06-30 $27M 280k 95.54
2021-03-31 $23M 261k 87.82
2020-12-31 $20M 238k 82.34
2020-09-30 $16M 111k 147.09
2020-06-30 $14M 103k 133.77
2020-03-31 $10M 94k 109.77
2019-12-31 $12M 86k 134.02
2019-09-30 $9.2M 75k 123.61
2019-06-30 $8.2M 67k 121.87
2019-03-31 $5.5M 46k 118.25
2018-12-31 $3.8M 37k 103.15
2018-09-30 $4.4M 37k 119.35
2018-06-30 $3.3M 29k 112.80
2018-03-31 $2.4M 22k 110.88
2017-12-31 $730k 6.6k 111.11
2017-09-30 $326k 3.1k 104.49
2017-06-30 $233k 2.3k 102.19
2017-03-31 $224k 2.3k 98.25
2016-12-31 $210k 2.3k 92.11
2016-09-30 $212k 2.3k 90.99
2016-06-30 $201k 2.3k 86.27
2015-06-30 $222k 2.6k 85.71

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth 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