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iShares FTSE KLD Select Scil Idx shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners 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 NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $387k 3.2k 120.37
2024-06-30 $402k 3.6k 112.37
2024-03-31 $596k 5.5k 109.18
2023-12-31 $548k 5.5k 100.50
2023-09-30 $513k 5.7k 89.96
2023-06-30 $532k 5.7k 93.63
2023-03-31 $499k 5.7k 87.77
2022-12-31 $462k 5.6k 82.32
2022-09-30 $450k 5.9k 75.85
2022-06-30 $486k 6.0k 80.69
2022-03-31 $737k 7.6k 96.80
2021-12-31 $1.0M 9.6k 106.30
2021-09-30 $919k 8.1k 113.79
2021-06-30 $924k 9.7k 95.54
2021-03-31 $773k 8.8k 87.83
2020-12-31 $1.0M 13k 82.31
2020-09-30 $802k 5.5k 147.08
2020-06-30 $729k 5.5k 133.69
2020-03-31 $670k 6.1k 109.78
2019-12-31 $764k 5.7k 133.99
2019-09-30 $945k 7.6k 123.61
2019-06-30 $690k 5.7k 121.63
2019-03-31 $675k 5.7k 118.11
2018-12-31 $581k 5.6k 103.29
2018-09-30 $627k 5.2k 120.00
2018-06-30 $519k 4.6k 113.20
2018-03-31 $436k 3.9k 110.94
2017-12-31 $435k 3.9k 110.97
2017-09-30 $308k 3.0k 104.41
2017-06-30 $302k 2.9k 102.55
2017-03-31 $289k 2.9k 98.13
2016-12-31 $270k 2.9k 92.15
2016-09-30 $266k 2.9k 90.78

More positions owned by NorthRock Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Allegheny Technologies Incorporated (ATI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for NorthRock Partners

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