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iShares FTSE KLD 400 Social Idx shares owned by BLVD Private Wealth

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

Historical chart of BLVD Private Wealth 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 BLVD Private Wealth 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 BLVD Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 1.6k 128.83
2025-09-30 $209k 1.7k 125.95

More positions owned by BLVD Private Wealth

Trane Technologies SHS (TT)
Ingersoll Rand (IR)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Kraneshares Trust 90 Kweb Jan 27 (KBUF)

View all positions for BLVD Private Wealth

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Global Retirement Partners

View all funds holding iShares FTSE KLD 400 Social Idx