iShares FTSE KLD Select Scil Idx shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $276k | 2.5k | 109.17 |
| 2023-12-31 | $254k | 2.5k | 100.51 |
| 2023-09-30 | $229k | 2.6k | 89.97 |
| 2023-06-30 | $239k | 2.6k | 93.64 |
| 2023-03-31 | $224k | 2.6k | 87.77 |
| 2022-12-31 | $210k | 2.6k | 82.32 |
| 2022-06-30 | $206k | 2.6k | 80.78 |
| 2022-03-31 | $247k | 2.6k | 96.86 |
| 2021-12-31 | $241k | 2.6k | 94.51 |
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