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iShares FTSE KLD Select Scil Idx shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 19k 100.51
2023-09-30 $1.7M 19k 89.97
2023-06-30 $1.8M 20k 93.64
2023-03-31 $1.7M 20k 87.77
2022-12-31 $1.6M 20k 82.32
2022-09-30 $1.5M 19k 75.92