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iShares FTSE KLD Select Scil Idx shares owned by GoalVest Advisory

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

Historical chart of GoalVest 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 GoalVest 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 11k 109.17
2023-12-31 $1.1M 11k 100.51
2023-09-30 $997k 11k 89.97
2023-06-30 $501k 5.4k 93.64

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Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Microsoft Corp Stock (MSFT)
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Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest 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