Creative Capital Management Investments »

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

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

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
2024-03-31 $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)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares California Muni Bond Etf Etf (CMF)
Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
Nvidia Corp Stock (NVDA)
Ishares Tips Bond Etf Etf (TIP)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Creative Capital Management Investments

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