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iShares FTSE KLD 400 Social Idx shares owned by Francis Financial

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

Historical chart of Francis 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 Francis 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 133k 100.81
2023-12-31 $12M 136k 91.05
2023-09-30 $11M 136k 81.41
2023-06-30 $11M 135k 84.17
2023-03-31 $9.8M 126k 77.99
2022-12-31 $8.8M 123k 71.79
2022-09-30 $8.0M 120k 66.97
2022-06-30 $7.3M 98k 74.88

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
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Bank of New York Mellon
Envestnet Portfolio Solutions
UBS Group
Betterment
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Sei Investments
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities

View all funds holding iShares FTSE KLD 400 Social Idx