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iShares FTSE KLD Select Scil Idx shares owned by West Coast Financial

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

Historical chart of West Coast 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 West Coast 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $437k 4.0k 109.17
2023-12-31 $407k 4.0k 100.51
2023-09-30 $460k 5.1k 89.97
2023-06-30 $484k 5.2k 93.64
2023-03-31 $455k 5.2k 87.77

More positions owned by West Coast Financial

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Williams-Sonoma (WSM)
Pepsi (PEP)
Amphenol Corp Cl A (APH)
W.W. Grainger (GWW)
Edwards Lifesciences (EW)
Manhattan Associates (MANH)

View all positions for West Coast Financial

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
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx