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iShares FTSE KLD 400 Social Idx shares owned by Boston Standard Wealth Management

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

Historical chart of Boston Standard 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 Boston Standard 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 Boston Standard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 15k 100.84
2023-12-31 $1.1M 13k 81.37
2023-09-30 $1.1M 13k 81.37
2023-06-30 $1.1M 13k 84.14
2023-03-31 $989k 13k 77.97
2022-12-31 $865k 12k 71.82
2022-09-30 $761k 11k 66.94
2022-06-30 $773k 11k 72.43
2022-03-31 $888k 10k 86.65
2021-12-31 $935k 10k 92.94
2021-09-30 $835k 10k 83.25
2021-06-30 $803k 9.7k 82.81
2021-03-31 $706k 9.3k 75.99
2020-12-31 $665k 9.3k 71.57
2020-09-30 $593k 4.6k 128.05
2020-06-30 $545k 4.6k 118.09
2020-03-31 $429k 4.6k 93.22
2019-12-31 $567k 4.7k 120.18
2019-09-30 $519k 4.7k 110.83
2019-06-30 $518k 4.7k 110.61
2019-03-31 $1.1M 10k 106.80
2018-12-31 $1.6M 18k 92.98
2018-09-30 $2.1M 20k 107.04
2018-03-31 $1.8M 18k 98.26
2017-12-31 $1.8M 18k 98.26
2017-09-30 $1.7M 19k 92.83
2017-06-30 $1.7M 19k 89.39
2017-03-31 $1.4M 17k 86.76
2016-12-31 $1.4M 17k 82.36
2016-09-30 $1.1M 14k 80.51
2016-06-30 $1.0M 13k 77.34
2016-03-31 $999k 13k 76.81
2015-12-31 $1.2M 40k 28.93
2015-09-30 $919k 13k 69.65
2015-06-30 $1.0M 13k 75.90
2015-03-31 $1.1M 14k 77.78
2014-12-31 $1.1M 14k 75.03

More positions owned by Boston Standard Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Global Reit Etf (REET)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Boston Standard Wealth Management

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