Sulzberger Capital Advisors »

iShares FTSE KLD Select Scil Idx shares owned by Sulzberger Capital Advisors

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

Historical chart of Sulzberger Capital 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 Sulzberger Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Sulzberger Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 1.5k 135.65

More positions owned by Sulzberger Capital Advisors

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Vest Investment (LQTI)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nextera Energy (NEE)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Amazon (AMZN)

View all positions for Sulzberger Capital Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx