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iShares FTSE KLD 400 Social Idx shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 60k 91.05
2023-09-30 $5.0M 61k 81.41
2023-06-30 $5.2M 61k 84.17
2023-03-31 $4.8M 62k 77.99
2022-12-31 $4.0M 55k 71.79

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View all positions for CI Private Wealth

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