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iShares FTSE KLD 400 Social Idx shares owned by Fifth Third Wealth Advisors

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

Historical chart of Fifth Third Wealth Advisors 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 Fifth Third Wealth Advisors 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 Fifth Third Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 51k 100.81
2023-12-31 $319k 3.5k 91.05

More positions owned by Fifth Third Wealth Advisors

SPDR S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Select Divid Etf (DVY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Inc Core Msci Emkt (IEMG)

View all positions for Fifth Third Wealth Advisors

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