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iShares FTSE KLD 400 Social Idx shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $561k 4.1k 136.14
2025-12-31 $25k 187 132.44
2025-09-30 $17k 132 129.32
2025-06-30 $16k 131 119.86
2025-03-31 $26k 268 98.09
2023-09-30 $4.6k 56 81.41
2023-06-30 $9.5k 113 84.17
2022-12-31 $147k 2.0k 73.09

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
LPL Financial
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Goldman Sachs Group

View all funds holding iShares FTSE KLD 400 Social Idx