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iShares FTSE KLD Select Scil Idx shares owned by One Wealth Advisors

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

Historical chart of One Wealth 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 One Wealth 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 One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 18k 109.17
2023-09-30 $1.7M 18k 89.97
2023-06-30 $1.6M 18k 93.64
2023-03-31 $1.5M 18k 87.77
2022-12-31 $1.5M 18k 82.32
2022-09-30 $1.4M 18k 75.90
2022-06-30 $1.4M 17k 80.67