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iShares FTSE KLD 400 Social Idx shares owned by Paracle Advisors

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

Historical chart of Paracle 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 Paracle 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $755k 9.9k 76.34
2020-12-31 $756k 11k 71.46
2020-09-30 $676k 5.3k 127.81
2020-06-30 $624k 5.3k 117.98
2020-03-31 $515k 5.3k 97.39
2019-09-30 $740k 6.7k 110.81
2019-06-30 $771k 7.1k 109.27
2019-03-31 $768k 7.3k 105.47
2018-12-31 $951k 10k 92.91
2018-09-30 $1.2M 11k 106.72
2018-06-30 $1.0M 10k 100.92
2018-03-31 $731k 7.5k 97.68
2017-12-31 $1.7M 20k 86.74
2017-09-30 $1.9M 20k 92.83
2017-06-30 $1.8M 20k 89.28
2017-03-31 $1.7M 20k 86.74
2016-12-31 $2.5M 30k 82.37
2016-09-30 $2.5M 31k 80.51
2016-06-30 $2.9M 37k 77.35
2016-03-31 $3.1M 41k 76.55
2015-12-31 $2.9M 38k 75.68
2015-09-30 $3.6M 51k 70.95
2015-06-30 $3.7M 49k 76.07
2015-03-31 $3.7M 47k 77.23
2014-12-31 $3.7M 48k 76.58
2014-09-30 $3.6M 49k 73.37

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle 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