Focused Wealth Management »

iShares FTSE KLD 400 Social Idx shares owned by Focused Wealth Management

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

Historical chart of Focused 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 Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $96k 1.1k 91.05
2023-09-30 $86k 1.1k 81.38
2023-06-30 $89k 1.1k 84.14
2023-03-31 $82k 1.1k 78.00
2022-12-31 $123k 1.7k 71.79
2022-09-30 $119k 1.8k 67.19
2022-06-30 $127k 1.8k 71.87
2022-03-31 $170k 2.0k 86.73
2021-12-31 $182k 2.0k 92.95
2021-09-30 $179k 2.2k 83.02
2021-06-30 $182k 2.2k 82.76
2021-03-31 $168k 2.2k 76.47
2020-12-31 $150k 2.1k 71.56
2020-09-30 $134k 1.0k 127.98
2020-06-30 $133k 1.1k 117.60
2020-03-31 $110k 1.1k 97.60
2019-12-31 $139k 1.2k 119.83
2019-09-30 $128k 1.2k 110.63
2019-06-30 $127k 1.2k 109.77
2019-03-31 $122k 1.2k 105.54
2018-12-31 $105k 1.1k 92.59
2018-09-30 $106k 991 106.96
2018-06-30 $82k 810 101.23
2018-03-31 $79k 810 97.53
2017-12-31 $68k 689 98.69
2017-09-30 $64k 687 93.16
2017-06-30 $60k 668 89.82
2017-03-31 $58k 668 86.83
2016-12-31 $49k 598 81.94
2016-09-30 $48k 595 80.67
2016-06-30 $46k 595 77.31
2016-03-31 $45k 593 75.89
2015-12-31 $45k 590 76.27
2015-09-30 $42k 588 71.43
2015-06-30 $45k 587 76.66
2015-03-31 $45k 586 76.79
2014-12-31 $40k 519 77.07
2014-09-30 $40k 542 73.80
2014-06-30 $37k 502 73.71
2014-03-31 $35k 501 69.86
2013-12-31 $35k 501 69.86
2013-09-30 $32k 500 64.00

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

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