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iShares FTSE KLD 400 Social Idx shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors 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 Lenox Wealth Advisors 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 Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $763k 9.0k 85.05
2021-12-31 $737k 7.9k 92.91
2021-09-30 $584k 7.0k 83.18
2021-06-30 $582k 7.0k 82.89
2021-03-31 $331k 4.3k 76.27
2020-12-31 $310k 4.3k 71.43
2020-09-30 $265k 2.1k 127.77
2020-06-30 $235k 2.0k 118.27
2020-03-31 $191k 2.0k 97.50
2019-12-31 $235k 2.0k 119.96
2019-09-30 $39k 350 111.43
2019-06-30 $73k 669 109.12
2019-03-31 $70k 667 104.95
2018-12-31 $62k 664 93.37
2018-09-30 $71k 661 107.41
2018-06-30 $68k 672 101.19
2018-03-31 $66k 680 97.06
2017-12-31 $67k 686 97.67
2017-09-30 $63k 684 92.11
2017-06-30 $75k 837 89.61
2017-03-31 $258k 3.0k 86.75
2016-12-31 $221k 2.7k 82.31
2016-09-30 $214k 2.7k 80.33
2016-06-30 $163k 2.1k 77.11
2016-03-31 $161k 2.1k 76.45
2015-12-31 $158k 2.1k 75.67
2015-09-30 $148k 2.1k 71.19
2015-03-31 $83k 1.1k 77.43
2014-12-31 $82k 1.1k 76.78
2014-09-30 $78k 1.1k 73.24
2014-03-31 $75k 1.1k 70.62
2013-12-31 $73k 1.1k 68.93
2013-09-30 $66k 1.1k 62.80
2013-06-30 $63k 1.0k 60.17
2013-03-31 $42k 720 58.33

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPLG)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx