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iShares FTSE KLD Select Scil Idx shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 31k 109.17
2023-12-31 $2.7M 27k 100.51
2023-09-30 $2.5M 28k 89.97
2023-06-30 $2.6M 28k 93.64
2023-03-31 $2.5M 29k 87.77
2022-12-31 $2.4M 29k 82.32
2022-09-30 $2.0M 27k 75.90
2022-06-30 $2.1M 26k 80.70
2022-03-31 $2.5M 26k 96.80
2021-12-31 $2.8M 27k 106.05
2021-09-30 $2.5M 26k 95.90
2021-06-30 $2.3M 24k 95.53
2021-03-31 $2.1M 24k 87.82
2020-12-31 $2.2M 27k 82.24
2020-09-30 $1.9M 13k 147.05
2020-06-30 $1.9M 14k 133.74
2020-03-31 $1.7M 15k 109.73
2019-12-31 $2.2M 16k 133.98
2019-09-30 $2.0M 16k 123.45
2019-06-30 $1.9M 15k 121.86
2019-03-31 $1.8M 15k 118.25
2018-12-31 $1.5M 15k 103.15
2018-09-30 $1.8M 16k 112.85
2018-06-30 $1.8M 16k 112.80
2018-03-31 $1.2M 11k 110.78
2017-12-31 $1.1M 9.7k 111.12
2017-09-30 $942k 8.9k 105.51
2017-06-30 $1.0M 9.8k 102.24
2017-03-31 $969k 9.9k 97.52
2016-12-31 $922k 9.9k 92.79

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

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