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iShares FTSE KLD Select Scil Idx shares owned by Trust

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

Historical chart of Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 13k 120.37
2024-06-30 $1.6M 14k 112.37
2024-03-31 $1.6M 14k 109.17
2023-12-31 $1.7M 17k 100.51
2023-09-30 $1.4M 16k 89.97
2023-06-30 $1.6M 17k 93.64
2023-03-31 $1.6M 18k 87.77
2022-12-31 $1.5M 19k 82.35
2022-09-30 $1.3M 18k 75.89
2022-06-30 $1.3M 17k 80.69
2022-03-31 $1.6M 17k 96.81
2021-12-31 $22k 206 106.80
2021-09-30 $20k 206 97.09
2021-06-30 $20k 206 97.09
2021-03-31 $21k 240 87.50
2020-12-31 $20k 240 83.33
2020-09-30 $18k 120 150.00
2020-06-30 $16k 120 133.33
2020-03-31 $13k 120 108.33
2019-12-31 $16k 120 133.33
2019-09-30 $15k 120 125.00
2019-06-30 $15k 120 125.00
2019-03-31 $14k 120 116.67
2018-12-31 $12k 120 100.00
2018-09-30 $14k 120 116.67
2018-06-30 $14k 120 116.67
2018-03-31 $20k 180 111.11
2017-12-31 $20k 180 111.11
2017-09-30 $19k 180 105.56
2017-06-30 $18k 180 100.00
2017-03-31 $18k 180 100.00
2016-12-31 $17k 180 94.44
2016-09-30 $16k 180 88.89
2016-06-30 $16k 180 88.89
2016-03-31 $15k 180 83.33
2015-12-31 $15k 180 83.38
2015-09-30 $38k 480 79.17

More positions owned by Trust

iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
iShares MSCI Emerging Markets Index ETF Msci Emg Mkt Etf (EEM)
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
SPDR Sector Info Tech ETF Technology (XLK)

View all positions for Trust

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx