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

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

Historical chart of Refined 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 Refined 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 Refined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 1.8k 120.37
2024-06-30 $206k 1.8k 112.37
2024-03-31 $200k 1.8k 109.17

More positions owned by Refined Wealth Management

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Vanguard World Esg Intl Stk Etf (VSGX)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Coinbase Global Com Cl A (COIN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Gold Tr Gold Shs (GLD)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
Enovix Corp (ENVX)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Overstock (BYON)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Refined Wealth Management

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