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iShares FTSE KLD 400 Social Idx shares owned by Dragon Financial & Investment Group

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Dragon Financial & Investment Group from 13F filings

Historical chart of Dragon Financial & Investment Group investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Dragon Financial & Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Dragon Financial & Investment Group

Quarter filed Position value Share count Share price at filing
2018-09-30 $382k 3.6k 106.67
2018-06-30 $617k 6.1k 100.93

More positions owned by Dragon Financial & Investment Group

Spdr S&p 500 Etf (SPY)
Schwab Strategic Tr us aggregate b (SCHZ)
Invesco S&p 500 Top 50 Etf (XLG)
Vanguard Europe Pacific ETF (VEA)
Vanguard Emerging Markets ETF (VWO)
Ishares Tr hdg msci eafe (HEFA)
Health Care SPDR (XLV)
Financial Select Sector SPDR (XLF)
Ishares Tr msci lw crb tg (CRBN)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares FTSE KLD 400 Social Idx (DSI)
Spdr Ser Tr ssga gnder etf (SHE)
iShares S&P 500 Index (IVV)
Aetna
Ishares Tr msci eafe esg (ESGD)

View all positions for Dragon Financial & Investment Group

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Goldman Sachs Group
Sei Investments
Mariner Wealth Advisors
HPM Partners
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx