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

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

Historical chart of Midland 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 Midland 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 Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $379k 4.2k 91.05

More positions owned by Midland Wealth Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Midland Wealth Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Goldman Sachs Group
HPM Partners
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