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iShares FTSE KLD 400 Social Idx shares owned by Conscious Wealth Investments

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

Historical chart of Conscious Wealth Investments 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 Conscious Wealth Investments 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 Conscious Wealth Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 17k 109.35
2024-06-30 $1.8M 17k 105.71
2024-03-31 $1.6M 16k 96.29

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Delta Air Lines Inc Del Com New (DAL)
Netflix (NFLX)
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American Express Company (AXP)
Metropcs Communications (TMUS)
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Parker-Hannifin Corporation (PH)
Air Products & Chemicals (APD)
Ingredion Incorporated (INGR)
BlackRock (BLK)

View all positions for Conscious Wealth Investments

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