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iShares FTSE KLD 400 Social Idx shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $381k 4.2k 91.05

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View all positions for Sonoma Private Wealth

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