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iShares FTSE KLD 400 Social Idx shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.9M 72k 110.25
2024-09-30 $8.8M 81k 108.79
2024-06-30 $8.6M 83k 103.85
2024-03-31 $8.8M 87k 100.81
2023-12-31 $4.8M 53k 91.05
2023-09-30 $1.8M 22k 81.41
2023-03-31 $927k 12k 77.99
2022-03-31 $259k 3.0k 86.59

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lennox International (LII)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)

View all positions for Beacon Pointe Advisors

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
Ameriprise Financial
TrueNorth
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Sei Investments

View all funds holding iShares FTSE KLD 400 Social Idx