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iShares FTSE KLD 400 Social Idx shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $160k 2.0k 81.73
2023-06-30 $165k 2.0k 84.17
2023-03-31 $155k 2.0k 77.99
2022-12-31 $142k 2.0k 71.79
2021-09-30 $92k 1.1k 83.18
2021-06-30 $100k 1.2k 82.99
2020-03-31 $5.0k 47 106.38

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Ishares Tr Core Msci Total (IXUS)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Distillate Us (DSTL)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Enterprise Products Partners (EPD)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for AlphaCore Capital

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