C-J Advisory »

iShares FTSE KLD 400 Social Idx shares owned by C-J Advisory

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

Historical chart of C-J Advisory 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 C-J Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by C-J Advisory

Quarter filed Position value Share count Share price at filing
2021-09-30 $8.2M 99k 83.20
2021-06-30 $8.4M 101k 82.83
2021-03-31 $7.9M 103k 76.35
2020-12-31 $7.2M 101k 71.53
2020-09-30 $6.4M 50k 127.95
2020-06-30 $5.9M 50k 118.77
2020-03-31 $3.6M 37k 97.39
2019-12-31 $3.9M 32k 120.12
2019-09-30 $3.5M 31k 110.91
2019-06-30 $3.3M 30k 109.35
2019-03-31 $3.2M 30k 106.77
2018-12-31 $2.8M 30k 93.01
2018-09-30 $3.1M 29k 106.79
2018-06-30 $2.8M 27k 100.93
2018-03-31 $2.2M 23k 95.33
2017-12-31 $2.3M 24k 98.25
2017-09-30 $2.2M 23k 92.83
2017-06-30 $2.1M 24k 89.31
2017-03-31 $2.1M 24k 86.74
2016-12-31 $2.0M 488 4133.20
2016-09-30 $1.9M 24k 80.51

More positions owned by C-J Advisory

Flexshares Trust Mornstar Usmkt Etf Mornstar Usmkt (TILT)
Vanguard Large-cap Index Fund Large Cap Etf (VV)
Flexshares Trust M Star Dev Mkt Etf M Star Dev Mkt (TLTD)
Ishares Russell Top 200 Etf Rus Top 200 Etf (IWL)
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG)
Autodesk (ADSK)
Vanguard Short Term Bond Short Trm Bond (BSV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Tr Kld 400 Social Index Msci Kld400 Soc (DSI)
Ishares Msci Usa Esg Select Etf Msci Usa Esg Slc (SUSA)
Ishares Msci Eafe Esg Select Etf Esg Aw Msci Eafe (ESGD)
Ishares Core Msci Emerging Mkts Core Msci Emkt (IEMG)
Ishares Trs&p Short Term Natl Municipal Bd Shrt Nat Mun Etf (SUB)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Intermediate-term Bond Intermed Term (BIV)

View all positions for C-J Advisory

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx