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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

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