iShares FTSE KLD Select Scil Idx shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 60k | 120.37 |
| 2024-06-30 | $7.2M | 65k | 112.37 |
| 2024-03-31 | $8.1M | 74k | 109.17 |
| 2023-12-31 | $7.6M | 76k | 100.51 |
| 2023-09-30 | $6.9M | 77k | 89.97 |
| 2023-06-30 | $7.1M | 75k | 93.64 |
| 2023-03-31 | $7.1M | 81k | 87.77 |
| 2022-12-31 | $6.7M | 81k | 82.32 |
| 2022-09-30 | $4.1M | 54k | 75.91 |
| 2022-06-30 | $4.0M | 49k | 80.69 |
| 2022-03-31 | $3.4M | 35k | 96.82 |
| 2021-12-31 | $3.7M | 35k | 106.39 |
| 2021-09-30 | $2.3M | 24k | 95.94 |
| 2021-06-30 | $1.9M | 20k | 95.52 |
| 2021-03-31 | $512k | 5.8k | 87.72 |
| 2020-12-31 | $19k | 225 | 84.44 |
Top funds holding iShares FTSE KLD Select Scil Idx
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