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iShares FTSE KLD 400 Social Idx shares owned by First Pacific Financial

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

Historical chart of First Pacific 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 First Pacific 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 First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $372k 3.4k 108.79

More positions owned by First Pacific Financial

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Dimensional Etf Trust World Equity Etf (DFAW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Matthews Intl Fds Emerging Markets (EMSF)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for First Pacific Financial

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
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx