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iShares FTSE KLD Select Scil Idx shares owned by Running Point Capital Advisors

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

Historical chart of Running Point Capital 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 Running Point Capital 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 Running Point Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $45k 495 89.97
2023-06-30 $46k 495 93.64
2023-03-31 $43k 495 87.77
2022-12-31 $41k 495 82.32

More positions owned by Running Point Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Equal Weite (EUSA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)

View all positions for Running Point Capital Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Mission Wealth Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx