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iShares FTSE KLD 400 Social Idx shares owned by JSF Financial

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $459k 4.2k 110.26
2024-09-30 $460k 4.2k 108.80
2024-06-30 $429k 4.1k 103.86
2024-03-31 $360k 3.6k 100.80

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DV (DV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for JSF Financial

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx