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iShares FTSE KLD 400 Social Idx shares owned by Dunhill Financial

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

Historical chart of Dunhill Financial 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 Dunhill Financial 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 Dunhill Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 196k 91.05
2023-09-30 $23M 274k 82.76
2023-06-30 $20M 237k 83.70

More positions owned by Dunhill Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Buywrit Incm Etf (FTHI)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exch Trd Alphdx Europe Alphadex (FEP)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Esg Aware Msci (ESML)
Mastercard Incorporated Cl A (MA)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Dunhill Financial

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