iShares FTSE KLD Select Scil Idx shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $495k | 3.2k | 154.35 |
| 2026-03-31 | $469k | 3.6k | 132.10 |
| 2025-12-31 | $490k | 3.5k | 139.35 |
| 2025-09-30 | $477k | 3.5k | 135.65 |
| 2025-06-30 | $449k | 3.5k | 126.75 |
| 2025-03-31 | $407k | 3.5k | 114.87 |
| 2024-12-31 | $431k | 3.5k | 121.59 |
| 2024-09-30 | $427k | 3.5k | 120.37 |
| 2024-06-30 | $398k | 3.5k | 112.37 |
| 2024-03-31 | $309k | 2.8k | 109.17 |
| 2023-12-31 | $192k | 1.9k | 100.51 |
| 2023-09-30 | $182k | 2.0k | 89.97 |
| 2023-06-30 | $190k | 2.0k | 93.64 |
| 2023-03-31 | $178k | 2.0k | 87.77 |
| 2022-12-31 | $167k | 2.0k | 82.32 |
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