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iShares FTSE KLD Select Scil Idx shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman 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 Talisman 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $708k 4.6k 154.27
2024-09-30 $211k 1.8k 119.90

More positions owned by Talisman Wealth Advisors

Ishares Msci Gbl Etf New (PICK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Emg Mkt Etf (EEM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Talisman Wealth Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx