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iShares FTSE KLD 400 Social Idx shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 25k 108.79
2024-06-30 $2.6M 25k 103.85
2024-03-31 $2.5M 25k 100.81
2023-12-31 $2.3M 25k 91.05
2023-09-30 $2.0M 25k 81.41
2023-06-30 $2.4M 29k 84.17
2023-03-31 $2.1M 27k 77.99
2022-09-30 $1.7M 25k 66.95
2022-06-30 $1.9M 26k 71.89
2022-03-31 $2.2M 26k 86.63
2021-12-31 $2.3M 24k 93.06
2021-09-30 $1.9M 22k 83.23
2021-06-30 $1.8M 21k 82.85
2021-03-31 $1.3M 17k 76.35
2020-12-31 $1.1M 16k 71.56
2020-09-30 $1.0M 7.8k 127.97
2020-06-30 $1.0M 8.6k 118.00
2020-03-31 $849k 8.7k 97.43
2019-12-31 $451k 3.8k 120.11
2019-09-30 $814k 7.3k 110.87
2019-06-30 $739k 6.8k 109.42
2019-03-31 $1.8M 6.1k 297.61
2018-12-31 $584k 6.3k 92.61
2018-09-30 $5.2M 486k 10.65
2018-06-30 $6.2M 629k 9.87
2018-03-31 $557k 5.8k 95.25
2017-12-31 $426k 4.2k 100.92
2017-09-30 $490k 5.2k 94.63
2017-06-30 $462k 5.2k 89.64
2017-03-31 $407k 4.7k 86.61
2016-12-31 $296k 3.6k 82.94
2016-09-30 $274k 3.4k 79.56
2016-03-31 $244k 3.2k 77.00

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

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