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iShares FTSE KLD 400 Social Idx shares owned by Kathmere Capital Management

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

Historical chart of Kathmere Capital 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 Kathmere Capital 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 Kathmere Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $747k 6.9k 108.79
2024-06-30 $713k 6.9k 103.85
2024-03-31 $692k 6.9k 100.81

More positions owned by Kathmere Capital Management

Ishares Tr Msci Usa Value (VLUE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Apple (AAPL)

View all positions for Kathmere Capital Management

Top funds holding iShares FTSE KLD 400 Social Idx

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LPL Financial
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Sei Investments
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HPM Partners
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View all funds holding iShares FTSE KLD 400 Social Idx