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iShares FTSE KLD Select Scil Idx shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $287k 1.9k 154.30

More positions owned by Values Added Financial

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str Aggre Etf (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Values Added Financial

Top funds holding iShares FTSE KLD Select Scil Idx

Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Royal Bank of Canada
Spinnaker Trust
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
Mercer Global Advisors
Acorns Advisers
Mission Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
UBS Group

View all funds holding iShares FTSE KLD Select Scil Idx