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iShares FTSE KLD Select Scil Idx shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 13k 89.97
2023-06-30 $1.2M 13k 93.64
2023-03-31 $1.1M 13k 87.77
2022-12-31 $1.1M 13k 82.32
2022-09-30 $993k 13k 75.93
2022-06-30 $1.1M 14k 80.69
2022-03-31 $1.3M 13k 96.86
2021-12-31 $1.6M 15k 106.23
2021-09-30 $1.4M 15k 95.92
2021-06-30 $1.4M 15k 95.52
2021-03-31 $1.8M 20k 87.82
2020-12-31 $1.7M 20k 82.32
2020-09-30 $1.5M 10k 147.11
2020-06-30 $1.4M 10k 133.81
2020-03-31 $1.1M 10k 109.75
2019-12-31 $1.3M 9.6k 133.99
2019-09-30 $912k 7.4k 123.54
2019-06-30 $820k 6.7k 121.88
2019-03-31 $835k 7.1k 118.26
2018-12-31 $721k 7.0k 103.21
2018-09-30 $812k 6.8k 119.39
2018-06-30 $767k 6.8k 112.78
2018-03-31 $749k 6.8k 110.83
2017-12-31 $921k 8.3k 111.08
2017-09-30 $862k 8.2k 104.54
2017-06-30 $843k 8.2k 102.32
2017-03-31 $805k 8.2k 98.25
2016-12-31 $753k 8.2k 91.98
2016-09-30 $743k 8.2k 90.93
2016-06-30 $703k 8.2k 86.04
2016-03-31 $511k 6.0k 85.17
2015-12-31 $500k 6.0k 83.33
2015-09-30 $394k 5.0k 78.80
2015-06-30 $426k 5.0k 85.20
2015-03-31 $431k 5.0k 86.20

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Wells Fargo & Company
Mission Wealth Management
Raymond James Financial Services Advisors
Deutsche Bank Aktiengesellschaft
Raymond James & Associates
Shira Ridge Wealth Management
Ellevest
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx