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iShares FTSE KLD Select Scil Idx shares owned by Wetherby Asset Management

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

Historical chart of Wetherby Asset Management 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 Wetherby Asset Management 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 Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 21k 89.97
2023-06-30 $2.0M 21k 93.64
2023-03-31 $1.9M 21k 87.77
2022-12-31 $2.9M 36k 82.32
2022-09-30 $1.6M 21k 76.24
2022-06-30 $1.7M 21k 81.06
2022-03-31 $2.0M 21k 96.83
2021-12-31 $2.2M 21k 106.24
2021-09-30 $2.0M 21k 95.96
2021-06-30 $2.0M 21k 95.51
2020-12-31 $1.7M 21k 82.33
2020-09-30 $1.5M 10k 147.05