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iShares FTSE KLD 400 Social Idx shares owned by Bangor Savings Bank

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

Historical chart of Bangor Savings Bank 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 Bangor Savings Bank 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 Bangor Savings Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 28k 100.81
2023-12-31 $2.6M 28k 91.05
2023-09-30 $2.3M 29k 81.41
2023-06-30 $2.4M 29k 84.17
2023-03-31 $2.2M 29k 77.99
2022-12-31 $2.1M 30k 71.90
2022-09-30 $2.0M 30k 66.99
2022-06-30 $2.1M 30k 71.90
2022-03-31 $2.6M 30k 86.64
2021-12-31 $2.7M 29k 92.90
2021-09-30 $2.4M 29k 83.20
2021-06-30 $2.4M 29k 82.81
2021-03-31 $2.2M 28k 76.36
2020-12-31 $1.5M 12k 120.11
2020-09-30 $1.8M 14k 127.95
2020-06-30 $1.6M 14k 118.01
2020-03-31 $1.3M 13k 97.39
2019-12-31 $1.5M 12k 120.11
2019-09-30 $1.3M 12k 110.89
2019-06-30 $1.3M 12k 109.38
2019-03-31 $1.2M 12k 105.46
2018-12-31 $1.1M 12k 92.99
2018-09-30 $1.2M 11k 106.79
2018-06-30 $916k 9.1k 100.99
2018-03-31 $876k 9.0k 97.72
2017-12-31 $1.0M 11k 92.82
2017-09-30 $1.0M 11k 92.82
2017-06-30 $971k 11k 89.34
2017-03-31 $943k 11k 86.73
2016-12-31 $738k 9.0k 82.34
2016-09-30 $721k 9.0k 80.45
2016-06-30 $693k 9.0k 77.36
2016-03-31 $686k 9.0k 76.55
2015-12-31 $679k 9.0k 75.74
2015-09-30 $636k 9.0k 70.90
2015-06-30 $674k 8.9k 76.05
2015-03-31 $679k 8.8k 77.22
2014-12-31 $670k 8.7k 76.65
2014-09-30 $639k 8.7k 73.45
2014-06-30 $632k 8.6k 73.09
2014-03-31 $626k 8.9k 70.21
2013-12-31 $563k 8.1k 69.09
2013-09-30 $514k 8.1k 63.04
2013-06-30 $491k 8.1k 60.32
2012-12-31 $405k 7.8k 51.70
2012-09-30 $385k 7.4k 52.13
2012-06-30 $365k 7.4k 49.39
2012-03-31 $288k 5.5k 51.94
2011-12-31 $260k 5.5k 46.94
2011-09-30 $235k 5.5k 42.45
2011-06-30 $271k 5.5k 48.94
2011-03-31 $261k 5.4k 48.45

More positions owned by Bangor Savings Bank

Ishares Core S&p500 Etf (IVV)
Charles Schwab Investment Management Us Lrg Cap Etf (SCHX)
Vanguard ETF/USA Inter Term Treas (VGIT)
iShares ETFs/USA Core S&p Mcp Etf (IJH)
Ishares Core Msci Eafe (IEFA)
iShares ETFs/USA Core S&p Scp Etf (IJR)
iShares ETFs/USA Ishs 1-5yr Invs (IGSB)
Schwab ETFs/USA Sht Tm Us Tres (SCHO)
iShares ETFs/USA Mbs Etf (MBB)
Charles Schwab Investment Management Intl Eqty Etf (SCHF)
Charles Schwab Investment Management Us Mid-cap Etf (SCHM)
Charles Schwab Investment Management Us Sml Cap Etf (SCHA)
Vanguard Etf/usa Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Invesco ETFs/USA Taxable Mun Bd (BAB)

View all positions for Bangor Savings Bank

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