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iShares FTSE KLD Select Scil Idx shares owned by Traveka Wealth

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

Historical chart of Traveka Wealth 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 Traveka Wealth 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 Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 2.0k 109.17
2023-12-31 $201k 2.0k 100.51

More positions owned by Traveka Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Core Msci Emkt (IEMG)

View all positions for Traveka Wealth

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Ameriprise Financial
Spinnaker Trust
Royal Bank of Canada
UBS Group
M^T Bank Corporation
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
LPL Financial
Raymond James Financial Services Advisors

View all funds holding iShares FTSE KLD Select Scil Idx