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iShares FTSE KLD 400 Social Idx shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 26k 100.81
2023-12-31 $2.5M 27k 91.05
2023-09-30 $2.2M 27k 81.41
2023-06-30 $2.5M 29k 84.17
2023-03-31 $2.3M 30k 77.99
2022-12-31 $2.2M 31k 71.79
2022-09-30 $2.0M 30k 66.96
2022-06-30 $2.3M 32k 71.90
2022-03-31 $2.9M 33k 86.62
2021-12-31 $2.8M 31k 92.93
2021-09-30 $2.7M 32k 83.20
2021-06-30 $2.9M 35k 82.83
2021-03-31 $2.9M 37k 76.36
2020-12-31 $2.8M 39k 71.55
2020-09-30 $2.5M 20k 127.96
2020-06-30 $2.3M 20k 118.01
2020-03-31 $1.6M 17k 97.37
2019-12-31 $1.6M 13k 120.13
2019-09-30 $1.5M 14k 110.94
2019-06-30 $1.5M 14k 109.32
2019-03-31 $1.4M 14k 105.50
2018-12-31 $1.1M 12k 93.01
2018-09-30 $1.4M 13k 106.75
2018-06-30 $1.3M 13k 100.91
2018-03-31 $1.1M 12k 97.68
2017-12-31 $1.1M 11k 98.24
2017-09-30 $1.0M 11k 92.84
2017-06-30 $314k 3.5k 89.43
2017-03-31 $305k 3.5k 86.87
2016-12-31 $280k 3.4k 82.35
2016-09-30 $274k 3.4k 80.59
2016-06-30 $263k 3.4k 77.35
2016-03-31 $260k 3.4k 76.47
2015-12-31 $98k 1.3k 75.38
2015-09-30 $96k 1.4k 71.11
2015-06-30 $103k 1.4k 76.30
2015-03-31 $98k 1.3k 77.53
2014-12-31 $97k 1.3k 76.74
2014-09-30 $93k 1.3k 73.58
2014-06-30 $92k 1.3k 72.78
2014-03-31 $89k 1.3k 70.41

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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