iShares FTSE KLD Select Scil Idx shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $660k | 6.6k | 100.51 |
| 2023-09-30 | $591k | 6.6k | 89.97 |
| 2023-06-30 | $615k | 6.6k | 93.64 |
| 2023-03-31 | $590k | 6.7k | 87.77 |
| 2022-12-31 | $553k | 6.7k | 82.32 |
| 2022-09-30 | $510k | 6.7k | 75.88 |
| 2022-06-30 | $542k | 6.7k | 80.64 |
| 2022-03-31 | $651k | 6.7k | 96.86 |
| 2021-12-31 | $697k | 6.6k | 106.31 |
| 2021-09-30 | $620k | 6.5k | 95.89 |
| 2021-06-30 | $617k | 6.5k | 95.57 |
| 2021-03-31 | $510k | 5.8k | 87.86 |
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