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iShares FTSE KLD 400 Social Idx shares owned by Founders Capital Management

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

Historical chart of Founders Capital 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 Founders Capital 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 Founders Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.7k 89 108.79
2024-06-30 $9.2k 89 103.85

More positions owned by Founders Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
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JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Exxon Mobil Corporation (XOM)
Corning Incorporated (GLW)
Raytheon Technologies Corp (RTX)
Abbvie (ABBV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
Air Products & Chemicals (APD)
Johnson & Johnson (JNJ)
Chevron Corporation (CVX)
Merck & Co (MRK)

View all positions for Founders Capital Management

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
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding iShares FTSE KLD 400 Social Idx