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iShares FTSE KLD 400 Social Idx shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital Partners 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 Carmel Capital Partners 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 Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $36k 438 81.41
2023-06-30 $37k 438 84.17
2023-03-31 $34k 438 77.99

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Palantir Technologies Cl A (PLTR)
Qualcomm (QCOM)
Vaneck Etf Trust Preferred Securt (PFXF)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Tesla Motors (TSLA)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Carmel Capital Partners

Top funds holding iShares FTSE KLD 400 Social Idx

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View all funds holding iShares FTSE KLD 400 Social Idx