iShares FTSE KLD Select Scil Idx shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $604k | 5.0k | 120.37 |
| 2024-06-30 | $604k | 5.4k | 112.37 |
| 2024-03-31 | $543k | 5.0k | 109.17 |
| 2023-12-31 | $393k | 3.9k | 100.51 |
| 2023-09-30 | $350k | 3.9k | 89.97 |
| 2023-06-30 | $333k | 3.6k | 93.64 |
| 2023-03-31 | $281k | 3.2k | 87.77 |
| 2022-12-31 | $173k | 2.1k | 82.32 |
| 2022-09-30 | $196k | 2.6k | 75.73 |
| 2022-06-30 | $22k | 275 | 80.00 |
| 2022-03-31 | $19k | 200 | 95.00 |
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