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iShares FTSE KLD Select Scil Idx shares owned by Win Advisors

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

Historical chart of Win Advisors 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $419k 3.8k 109.17
2022-12-31 $66k 806 82.32
2022-09-30 $61k 806 75.68
2022-06-30 $66k 806 81.89
2022-03-31 $21M 212k 96.84
2021-12-31 $26M 244k 106.25

More positions owned by Win Advisors

Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Msci Usa Mmentm (MTUM)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Wellington Us Momentum (VFMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)

View all positions for Win Advisors

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