Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bristlecone Advisors »

iShares FTSE KLD 400 Social Idx shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone 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 Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Bristlecone Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$68k	621	108.79
2023-06-30	$206k	2.4k	84.17
2023-03-31	$204k	2.6k	77.99
2020-09-30	$123k	960	128.13
2017-09-30	$88k	945	93.12

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)

Ishares Tr Core S&p500 Etf (IVV)

NVIDIA Corporation (NVDA)

Ishares Tr Core Us Aggbd Et (AGG)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Ishares Tr Core S&p Mcp Etf (IJH)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Costco Wholesale Corporation (COST)

Wisdomtree Tr Floatng Rat Trea (USFR)

Vanguard Index Fds Large Cap Etf (VV)

Alphabet Cap Stk Cl A (GOOGL)

Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management

Bank of America Corporation

Jpmorgan Chase & Co

Bank of New York Mellon

Envestnet Portfolio Solutions

Mariner Wealth Advisors

Wells Fargo & Company

Sei Investments

Goldman Sachs Group

Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z