Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Milestone Investment Advisors »

iShares FTSE KLD 400 Social Idx shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Milestone Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$300k	3.3k	91.05
2023-09-30	$281k	3.4k	81.41
2023-06-30	$323k	3.8k	84.17
2023-03-31	$250k	3.2k	77.99
2022-12-31	$273k	3.8k	71.79

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Index Fds Total Stk Mkt (VTI)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Growth Etf (VUG)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Wisdomtree Tr Floatng Rat Trea (USFR)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Ishares Tr Rus Tp200 Gr Etf (IWY)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment 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

Sei Investments

Goldman Sachs Group

HPM Partners

Mariner Wealth Advisors

Branch Banking & Trust Company

Commonwealth Equity Services

Park Avenue Securities

View all funds holding iShares FTSE KLD 400 Social Idx

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z