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iShares FTSE KLD Select Scil Idx shares owned by Cornerstone Advisory

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

Historical chart of Cornerstone Advisory 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 Cornerstone Advisory 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 Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 2.0k 109.17
2021-12-31 $275k 2.6k 106.36

More positions owned by Cornerstone Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Pimco Dynamic Income SHS (PDI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Cornerstone Advisory

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