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iShares FTSE KLD Select Scil Idx shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $340k 3.4k 100.51
2023-09-30 $304k 3.4k 89.97
2023-06-30 $324k 3.5k 93.64
2023-03-31 $304k 3.5k 87.77
2022-12-31 $345k 4.2k 82.32
2022-09-30 $506k 6.7k 75.88

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Wealth Alliance

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