Wealthgarden F.s »

iShares FTSE KLD Select Scil Idx shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 1.8k 120.37

More positions owned by Wealthgarden F.s

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Select Sector Spdr Tr Technology (XLK)

View all positions for Wealthgarden F.s

Top funds holding iShares FTSE KLD Select Scil Idx

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

View all funds holding iShares FTSE KLD Select Scil Idx