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iShares FTSE KLD 400 Social Idx shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $432k 3.9k 110.23
2024-06-30 $375k 3.6k 103.85
2024-03-31 $354k 3.5k 100.81

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Ishares U.s. Technology Etf Etf (IYW)
Procter And Gamble Stock (PG)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Gen-Wealth Partners

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
Ameriprise Financial
TrueNorth
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Sei Investments

View all funds holding iShares FTSE KLD 400 Social Idx