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iShares FTSE KLD 400 Social Idx shares owned by Creekside Partners

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

Historical chart of Creekside Partners 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 Creekside Partners 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 Creekside Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 27k 108.79
2024-06-30 $2.8M 27k 103.85

More positions owned by Creekside Partners

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Creekside Partners

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
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding iShares FTSE KLD 400 Social Idx