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iShares FTSE KLD 400 Social Idx shares owned by Financial Network Wealth Management

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

Historical chart of Financial Network Wealth Management 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 Financial Network Wealth Management 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 Financial Network Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 1.8k 128.57
2025-03-31 $179k 1.8k 102.29

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Invesco Qqq Trust Series 1 (QQQ)
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View all positions for Financial Network Wealth Management

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx