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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
2025-09-30 $381k 3.0k 125.95
2025-06-30 $343k 3.0k 116.16
2025-03-31 $313k 3.1k 102.41
2024-12-31 $351k 3.2k 110.25
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)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx