iShares FTSE KLD Select Scil Idx shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 11k | 120.37 |
| 2024-06-30 | $1.3M | 11k | 112.37 |
| 2024-03-31 | $893k | 8.2k | 109.18 |
| 2023-09-30 | $685k | 7.6k | 89.97 |
| 2023-06-30 | $625k | 6.7k | 93.64 |
| 2023-03-31 | $554k | 6.3k | 87.77 |
| 2022-12-31 | $830k | 10k | 82.32 |
| 2022-09-30 | $563k | 7.4k | 75.93 |
| 2022-06-30 | $578k | 7.2k | 80.65 |
| 2022-03-31 | $555k | 5.7k | 96.82 |
| 2021-12-31 | $630k | 5.9k | 106.17 |
| 2021-09-30 | $484k | 5.0k | 95.97 |
| 2021-06-30 | $439k | 4.5k | 97.99 |
| 2021-03-31 | $341k | 3.9k | 87.84 |
| 2020-12-31 | $275k | 3.3k | 82.38 |
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