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iShares FTSE KLD 400 Social Idx shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth 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 AllSquare Wealth 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $184k 1.8k 103.85
2024-03-31 $178k 1.8k 100.81
2023-12-31 $161k 1.8k 91.05
2023-09-30 $144k 1.8k 81.41
2023-06-30 $141k 1.8k 79.87
2023-03-31 $138k 1.8k 77.99
2022-12-31 $127k 1.8k 71.79
2022-09-30 $118k 1.8k 66.78
2022-06-30 $103k 1.4k 71.98
2022-03-31 $124k 1.4k 86.65
2021-12-31 $133k 1.4k 92.94
2021-09-30 $119k 1.4k 83.16
2021-06-30 $137k 1.7k 82.53
2021-03-31 $127k 1.7k 76.51
2020-12-31 $125k 1.8k 71.43
2020-09-30 $132k 1.0k 127.66
2020-06-30 $122k 1.0k 117.99
2020-03-31 $101k 1.0k 97.68
2019-12-31 $124k 1.0k 119.92
2019-09-30 $115k 1.0k 111.22
2019-06-30 $113k 1.0k 109.28
2019-03-31 $109k 1.0k 105.42
2018-12-31 $71k 760 93.42
2018-09-30 $94k 877 107.18
2018-06-30 $89k 877 101.48
2018-03-31 $92k 940 97.87
2017-12-31 $92k 940 97.87
2017-09-30 $71k 762 93.18
2017-03-31 $66k 762 86.61
2016-12-31 $63k 762 82.68
2016-09-30 $28k 352 79.55
2016-06-30 $27k 352 76.70
2016-03-31 $27k 352 76.70
2015-12-31 $27k 352 76.70
2015-09-30 $25k 352 71.02
2015-06-30 $27k 352 76.70
2015-03-31 $45k 587 76.66
2014-12-31 $45k 587 76.66

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx