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Tanglewood Legacy Advisors »

iShares FTSE KLD Select Scil Idx shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in iShares FTSE KLD Select Scil Idx

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All positions including iShares FTSE KLD Select Scil Idx held by Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$13k	104	120.37
2024-06-30	$12k	104	112.37
2024-03-31	$11k	104	109.17
2023-12-31	$11k	104	100.51
2023-09-30	$9.4k	104	89.97
2023-06-30	$9.7k	104	93.64
2023-03-31	$9.1k	104	87.77
2022-12-31	$8.6k	104	82.32

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Pgim Aaa MF Closed and MF Open (PAAA)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

First Trust MF Closed and MF Open (DAPR)

Apple Common Stock (AAPL)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co

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Pnc Financial Services

Mission Wealth Management

Wells Fargo & Company

Deutsche Bank Aktiengesellschaft

Acorns Advisers

LPL Financial

Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx

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