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iShares FTSE KLD 400 Social Idx shares owned by Karn, Couzens & Associates

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Karn, Couzens & Associates from 13F filings

Historical chart of Karn, Couzens & Associates 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 Karn, Couzens & Associates 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 Karn, Couzens & Associates

Quarter filed Position value Share count Share price at filing
2022-03-31 $285k 3.3k 86.76
2021-12-31 $322k 3.5k 92.82
2021-09-30 $289k 3.5k 83.31
2021-06-30 $276k 3.3k 82.76
2021-03-31 $203k 2.7k 76.52

More positions owned by Karn, Couzens & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr 1-5 Us Tip Idx (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Min Vol (USMV)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Short Treas Bd (SHV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Karn, Couzens & Associates

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx