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

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

Historical chart of Manchester 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 Manchester 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 Manchester Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 123k 91.05
2023-09-30 $9.0M 110k 81.41
2023-06-30 $9.3M 110k 84.17
2023-03-31 $10M 133k 77.99
2022-12-31 $9.6M 133k 71.79
2022-09-30 $7.2M 108k 66.97
2022-06-30 $7.0M 97k 71.90
2022-03-31 $8.4M 97k 86.62
2021-12-31 $9.0M 97k 92.92
2021-09-30 $8.1M 97k 83.21
2021-06-30 $9.1M 110k 82.83
2021-03-31 $8.3M 109k 76.36
2020-12-31 $8.0M 111k 71.54
2020-09-30 $2.9M 23k 127.95
2020-06-30 $2.8M 24k 118.02
2020-03-31 $2.4M 25k 97.41
2019-12-31 $1.4M 11k 120.11
2019-09-30 $1.2M 11k 110.88
2019-06-30 $1.2M 11k 109.38
2019-03-31 $1.2M 12k 105.47
2018-12-31 $1.6M 16k 100.97
2018-09-30 $1.7M 16k 106.82
2018-06-30 $1.6M 16k 100.97
2018-03-31 $1.5M 16k 97.75
2017-12-31 $2.1M 21k 98.24
2017-09-30 $1.7M 18k 92.86
2017-06-30 $1.6M 18k 89.35
2017-03-31 $1.6M 18k 86.77
2016-12-31 $1.5M 18k 82.37
2016-09-30 $1.5M 18k 80.51
2016-06-30 $1.4M 18k 77.38
2016-03-31 $1.4M 18k 76.55
2015-12-31 $1.4M 18k 75.73
2014-12-31 $191k 2.5k 76.40
2014-09-30 $183k 2.5k 73.20
2014-06-30 $183k 2.5k 73.20
2014-03-31 $176k 2.5k 70.40
2013-12-31 $173k 2.5k 69.20
2013-09-30 $157k 2.5k 62.80
2013-06-30 $151k 2.5k 60.40

More positions owned by Manchester Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Apple (AAPL)
T. Rowe Price (TROW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Manchester Capital Management

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