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iShares FTSE KLD 400 Social Idx shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $853k 8.5k 100.81
2023-12-31 $770k 8.5k 91.05

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

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
Sei Investments
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities

View all funds holding iShares FTSE KLD 400 Social Idx