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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

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by SOA Wealth 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
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