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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 31k 139.35
2025-09-30 $4.1M 30k 135.65
2025-06-30 $3.8M 30k 126.75

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
Raymond James Financial
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
Acorns Advisers
Mission Wealth Management
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
LPL Financial
Mercer Global Advisors

View all funds holding iShares FTSE KLD Select Scil Idx