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iShares FTSE KLD 400 Social Idx shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 2.2k 100.81
2023-12-31 $213k 2.3k 91.05

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Us Aer Def Etf (ITA)
Apple (AAPL)
Amazon (AMZN)

View all positions for Morris Retirement 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