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Long Run Wealth Advisors »

iShares FTSE KLD 400 Social Idx shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run 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 Long Run 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 Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.1M	11k	100.81
2023-12-31	$961k	11k	91.05

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Tr Eafe Value Etf (EFV)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Core Msci Emkt (IEMG)

Select Sector Spdr Tr Communication (XLC)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Select Sector Spdr Tr Financial (XLF)

First Tr Exchange-traded First Tr Enh New (FTSM)

Microsoft Corporation (MSFT)

View all positions for Long Run 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

Sei Investments

Goldman Sachs Group

Wells Fargo & Company

Mariner Wealth Advisors

Branch Banking & Trust Company

Advisor Group Holdings

Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx

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