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iShares FTSE KLD 400 Social Idx shares owned by Creative Capital Management Investments

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

Historical chart of Creative Capital Management 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 Creative Capital Management 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 Creative Capital Management Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $198k 1.8k 108.79
2024-06-30 $189k 1.8k 103.85
2024-03-31 $183k 1.8k 100.81
2023-12-31 $166k 1.8k 91.05
2023-09-30 $148k 1.8k 81.41

More positions owned by Creative Capital Management Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Dimensional Core Fixed Income Etf Etf (DFCF)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Dimensional Global Real Estate Etf Etf (DFGR)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Apple Stock (AAPL)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Ishares California Muni Bond Etf Etf (CMF)
Nvidia Corp Stock (NVDA)
Amazon.com Stock (AMZN)
Pimco Enhanced Short Maturity Etf Etf (MINT)
Microsoft Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Ishares Tips Bond Etf Etf (TIP)

View all positions for Creative Capital Management 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