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iShares FTSE KLD Select Scil Idx shares owned by Willow Creek Wealth Management

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

Historical chart of Willow Creek Wealth 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 Willow Creek Wealth 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 Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $716k 8.0k 89.97
2023-06-30 $757k 8.1k 93.64
2023-03-31 $722k 8.2k 87.77
2022-12-31 $677k 8.2k 82.26

More positions owned by Willow Creek Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Apple (AAPL)
American Centy Etf Tr Avantis Responsi (AVSD)

View all positions for Willow Creek Wealth Management

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