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iShares FTSE KLD 400 Social Idx shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 45k 91.05
2023-09-30 $938k 12k 81.41
2023-06-30 $919k 11k 84.17
2023-03-31 $795k 10k 77.99
2022-12-31 $919k 13k 71.79
2022-09-30 $907k 14k 66.93
2022-06-30 $1.2M 16k 71.88
2022-03-31 $1.3M 15k 86.61
2021-12-31 $1.2M 13k 92.91
2021-09-30 $1.1M 14k 83.20
2021-06-30 $1.1M 13k 82.87
2021-03-31 $1.1M 14k 76.33
2020-12-31 $1.0M 14k 71.51
2020-09-30 $899k 7.0k 128.01
2020-06-30 $832k 7.0k 118.05
2020-03-31 $782k 8.0k 97.37
2019-12-31 $1.1M 9.5k 120.12
2019-09-30 $1.0M 9.5k 110.90
2019-06-30 $1.3M 12k 109.37
2019-03-31 $1.2M 11k 105.52
2018-12-31 $1.0M 11k 92.98
2018-09-30 $929k 8.7k 106.82
2018-06-30 $761k 7.5k 101.00
2018-03-31 $734k 7.5k 97.71
2017-12-31 $862k 8.8k 98.20
2017-09-30 $868k 9.4k 92.81
2017-06-30 $811k 9.1k 89.29
2017-03-31 $686k 7.9k 86.79
2016-12-31 $626k 7.6k 82.39
2016-09-30 $721k 9.0k 80.56
2016-06-30 $683k 8.9k 76.95
2016-03-31 $516k 6.7k 76.54
2015-12-31 $467k 6.2k 75.69

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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