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iShares FTSE KLD 400 Social Idx shares owned by TD Capital Management

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

Historical chart of TD Capital Management 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 TD Capital Management 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 TD Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $116k 1.3k 91.02
2023-12-31 $116k 1.3k 91.02
2023-09-30 $103k 1.3k 81.41
2023-06-30 $112k 1.3k 84.17
2023-03-31 $104k 1.3k 77.99
2022-12-31 $95k 1.3k 71.78
2022-09-30 $89k 1.3k 67.22
2021-12-31 $124k 1.3k 93.02
2021-09-30 $111k 1.3k 83.52
2021-06-30 $110k 1.3k 83.02
2021-03-31 $101k 1.3k 76.40
2020-12-31 $94k 1.3k 71.32
2020-09-30 $84k 657 127.85
2020-06-30 $81k 687 117.90
2020-03-31 $67k 685 97.81
2019-12-31 $82k 681 120.41
2019-09-30 $75k 678 110.62
2019-06-30 $74k 676 109.47
2019-03-31 $75k 715 104.90
2018-12-31 $66k 712 92.70
2018-09-30 $77k 717 107.39
2018-06-30 $72k 714 100.84
2018-03-31 $70k 714 98.04
2017-12-31 $70k 712 98.31
2017-09-30 $66k 709 93.09
2017-06-30 $63k 706 89.24
2017-03-31 $61k 704 86.65
2016-12-31 $34k 414 82.13
2016-09-30 $33k 412 80.10
2016-06-30 $32k 411 77.86
2016-03-31 $31k 409 75.79
2015-12-31 $31k 408 75.98
2015-09-30 $29k 404 71.78
2015-06-30 $31k 404 76.73
2015-03-31 $31k 403 76.92

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Total (IXUS)

View all positions for TD Capital Management

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