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

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

Historical chart of Lifelong 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 Lifelong 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $626k 5.0k 125.95
2025-06-30 $593k 5.1k 116.16
2025-03-31 $522k 5.1k 102.41
2024-12-31 $477k 4.3k 110.25

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx