Gould Asset Management »

iShares FTSE KLD 400 Social Idx shares owned by Gould Asset Management

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

Historical chart of Gould Asset 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 Gould Asset 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 Gould Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $479k 4.4k 108.79
2024-06-30 $451k 4.3k 103.85
2024-03-31 $443k 4.4k 100.81
2023-12-31 $404k 4.4k 91.05
2023-09-30 $361k 4.4k 81.41
2023-06-30 $362k 4.3k 84.17
2023-03-31 $246k 3.2k 77.99
2022-12-31 $243k 3.4k 71.79
2022-09-30 $227k 3.4k 67.10
2022-06-30 $253k 3.5k 71.81
2022-03-31 $305k 3.5k 86.57
2021-12-31 $349k 3.8k 92.87
2021-09-30 $301k 3.6k 83.20
2021-06-30 $300k 3.6k 82.92
2021-03-31 $291k 3.8k 76.42
2020-12-31 $272k 3.8k 71.43
2020-09-30 $253k 2.0k 128.17
2020-06-30 $255k 2.2k 118.11
2020-03-31 $210k 2.2k 97.27
2019-12-31 $384k 3.2k 120.04
2019-09-30 $355k 3.2k 110.97
2019-06-30 $360k 3.3k 109.46
2019-03-31 $274k 2.6k 105.43
2018-12-31 $242k 2.6k 93.11
2018-09-30 $253k 2.4k 106.80

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
Spdr Gold Minishares Trust Spdr Gld Minis (GLDM)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Fossil Fuel Rese Spdr S&p 500 Etf (SPYX)
Vanguard Extended Market Inde Extend Mkt Etf (VXF)
Wisdomtree Emmkts Ex-stt-ownd Em Ex St-owned (XSOE)
Pimcototal Return Etf Active Bd Etf (BOND)
Apple (AAPL)

View all positions for Gould Asset 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
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx