Clear Perspectives Financial Planning »

iShares FTSE KLD Select Scil Idx shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $437k 5.0k 87.77
2022-12-31 $410k 5.0k 82.32
2022-09-30 $379k 5.0k 75.83
2022-06-30 $451k 5.6k 80.71
2022-03-31 $2.4M 25k 96.83
2021-12-31 $2.9M 27k 106.26
2021-09-30 $2.5M 26k 95.93
2021-06-30 $1.9M 20k 95.55
2021-03-31 $1.7M 19k 87.82
2020-12-31 $1.6M 19k 82.32

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Ameriprise Financial
Spinnaker Trust
Royal Bank of Canada
UBS Group
M^T Bank Corporation
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
LPL Financial
Raymond James Financial Services Advisors

View all funds holding iShares FTSE KLD Select Scil Idx