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iShares FTSE KLD 400 Social Idx shares owned by Roof Eidam & Maycock

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Roof Eidam & Maycock from 13F filings

Historical chart of Roof Eidam & Maycock 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 Roof Eidam & Maycock 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 Roof Eidam & Maycock

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.1k 100.81
2022-03-31 $221k 2.6k 86.67
2021-12-31 $237k 2.6k 92.94
2021-09-30 $212k 2.6k 83.14

More positions owned by Roof Eidam & Maycock

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Roof Eidam & Maycock

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Goldman Sachs Group
Sei Investments
Mariner Wealth Advisors
HPM Partners
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx