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iShares FTSE KLD 400 Social Idx shares owned by Grubman Wealth Management

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

Historical chart of Grubman Wealth 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 Grubman Wealth 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $375k 3.4k 108.80
2024-06-30 $358k 3.4k 103.84
2024-03-31 $398k 4.0k 100.81
2023-12-31 $360k 4.0k 91.06
2023-09-30 $368k 4.5k 81.72
2023-06-30 $380k 4.5k 84.17
2023-03-31 $352k 4.5k 78.05
2022-12-31 $340k 4.7k 71.79
2022-09-30 $317k 4.7k 67.06
2022-06-30 $377k 5.2k 71.85
2022-03-31 $454k 5.2k 86.54
2021-12-31 $495k 5.3k 92.96
2021-09-30 $443k 5.3k 83.22
2021-06-30 $459k 5.5k 82.79
2021-03-31 $423k 5.5k 76.31
2020-12-31 $448k 6.3k 71.57
2020-09-30 $400k 3.1k 127.88
2020-06-30 $650k 5.5k 117.97
2020-03-31 $536k 5.5k 97.47
2019-12-31 $229k 1.9k 120.27

More positions owned by Grubman Wealth Management

iShares Russell 1000 ETF Class Title (IWB)
iShares Russell 2000 ETF Class Title (IWM)
iShares 7-10 Year Treasury Bond ETF Class Title (IEF)
iShares MSCI EAFE ETF Class Title (EFA)
iShares Core US Aggregate Bond ETF Class Title (AGG)
Vanguard Mortgage-Backed Secs ETF Class Title (VMBS)
Invesco NASDAQ 100 ETF Class Title (QQQM)
iShares 0-5 Year TIPS Bond ETF Class Title (STIP)
Vanguard FTSE Developed Markets ETF Class Title (VEA)
Vanguard S&P 500 ETF Class Title (VOO)
Vanguard Small-Cap ETF Class Title (VB)
Vanguard Short-Term Corporate Bond ETF Class Title (VCSH)
iShares Core MSCI Emerging Markets ETF Class Title (IEMG)
iShares ESG Aware MSCI USA ETF Class Title (ESGU)
Vanguard Real Estate ETF Class Title (VNQ)

View all positions for Grubman Wealth 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