Cranbrook Wealth Management »

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

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

Historical chart of Cranbrook 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 Cranbrook Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 38k 100.81
2023-12-31 $3.4M 38k 91.05
2023-09-30 $3.2M 39k 81.41
2023-06-30 $3.3M 40k 84.17
2023-03-31 $3.3M 42k 77.99
2022-12-31 $3.0M 42k 71.79
2022-09-30 $2.8M 42k 66.97
2022-06-30 $2.8M 39k 71.89
2022-03-31 $3.3M 38k 86.61
2021-12-31 $3.5M 37k 92.93
2021-09-30 $3.1M 37k 83.21
2021-06-30 $3.1M 37k 82.84
2021-03-31 $2.9M 39k 76.37
2020-12-31 $2.6M 36k 71.54
2020-09-30 $2.1M 16k 127.97
2020-06-30 $1.7M 14k 118.00
2020-03-31 $1.3M 13k 97.37
2019-12-31 $1.5M 13k 120.10
2019-09-30 $695k 6.3k 110.97
2019-06-30 $401k 3.7k 109.23
2019-03-31 $382k 3.6k 105.52
2018-12-31 $376k 4.0k 92.98
2018-09-30 $427k 4.0k 106.88
2018-06-30 $403k 4.0k 100.88
2018-03-31 $376k 3.8k 97.81
2017-12-31 $392k 4.0k 98.15
2017-09-30 $371k 4.0k 92.89
2017-06-30 $357k 4.0k 89.38
2017-03-31 $371k 4.3k 86.82
2016-12-31 $353k 4.3k 82.42
2016-09-30 $353k 4.4k 80.56
2016-06-30 $339k 4.4k 77.36
2016-03-31 $307k 4.0k 76.58
2015-12-31 $319k 4.2k 75.81
2015-09-30 $326k 4.6k 70.95
2015-06-30 $350k 4.6k 76.17

More positions owned by Cranbrook Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Cranbrook 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