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iShares FTSE KLD 400 Social Idx shares owned by Darden Wealth Group

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

Historical chart of Darden Wealth Group 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 Darden Wealth Group 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 Darden Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $210k 1.9k 110.29
2024-09-30 $208k 1.9k 108.82

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Ishares Tr Fltg Rate Nt Etf (FLOT)
Eaton Corp SHS (ETN)
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Alphabet Cap Stk Cl C (GOOG)
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Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Darden Wealth Group

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
Ameriprise Financial
TrueNorth
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx