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iShares FTSE KLD 400 Social Idx shares owned by Brewin Dolphin Wealth Management

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

Historical chart of Brewin Dolphin 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 Brewin Dolphin 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 Brewin Dolphin Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $68k 815 83.21
2021-06-30 $40k 480 82.83
2021-03-31 $37k 480 76.36
2020-12-31 $34k 480 71.54
2020-09-30 $31k 240 127.95
2020-06-30 $28k 240 118.02

More positions owned by Brewin Dolphin Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
Visa Com Cl A (V)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Blackstone Group Inc Com Cl A (BX)
Paypal Holdings (PYPL)
Dole Ord Shs (DOLE)

View all positions for Brewin Dolphin Wealth Management

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
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx