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iShares FTSE KLD 400 Social Idx shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies 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 Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 2.0k 108.78
2024-06-30 $208k 2.0k 103.85

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Chevron Corporation (CVX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Insight Wealth Strategies

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