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iShares FTSE KLD Select Scil Idx shares owned by TCWP

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

Historical chart of TCWP 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 TCWP 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 TCWP

Quarter filed Position value Share count Share price at filing
2023-12-31 $971k 9.7k 100.51
2023-09-30 $870k 9.7k 89.97
2023-06-30 $910k 9.7k 93.64
2023-03-31 $853k 9.7k 87.77
2022-12-31 $836k 10k 82.32
2022-09-30 $708k 9.3k 75.90
2022-06-30 $354k 4.4k 80.58
2022-03-31 $432k 4.5k 96.62
2021-12-31 $475k 4.5k 106.07