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iShares FTSE KLD Select Scil Idx shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 46k 120.37
2024-06-30 $5.4M 48k 112.37
2023-12-31 $6.2M 61k 103.00
2023-09-30 $5.0M 55k 89.97
2023-06-30 $5.4M 58k 93.64
2023-03-31 $5.2M 60k 87.77
2022-12-31 $5.0M 61k 82.32

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

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