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iShares FTSE KLD Select Scil Idx shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Enhancement Advisory Services 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 Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 77k 109.17
2023-12-31 $7.9M 78k 100.51
2023-09-30 $5.3M 59k 89.97
2023-06-30 $1.5M 16k 93.64
2023-03-31 $1.4M 16k 87.77
2022-12-31 $942k 11k 86.20
2022-09-30 $741k 9.6k 77.00
2022-06-30 $555k 6.7k 83.16
2022-03-31 $219k 2.2k 98.03