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iShares FTSE KLD Select Scil Idx shares owned by TFC Financial Management

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

Historical chart of TFC Financial Management 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 TFC Financial Management 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 8.7k 135.65
2025-06-30 $1.1M 8.7k 126.75

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

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