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iShares FTSE KLD Select Scil Idx shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $279k 2.0k 139.35
2024-06-30 $314k 36k 8.85

More positions owned by Strategic Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Morningstar Grwt (ILCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPTS)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Strategic Financial Concepts

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
Raymond James Financial
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
Acorns Advisers
Mission Wealth Management
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
LPL Financial
Mercer Global Advisors

View all funds holding iShares FTSE KLD Select Scil Idx