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iShares FTSE KLD 400 Social Idx shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth 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 Mascoma Wealth 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 104k 108.79
2024-06-30 $11M 107k 103.85
2024-03-31 $10M 103k 100.81
2023-12-31 $8.9M 98k 91.05
2023-09-30 $7.9M 98k 81.41
2023-06-30 $8.8M 103k 85.35
2023-03-31 $8.5M 109k 78.35
2022-12-31 $7.2M 108k 66.97
2022-09-30 $7.2M 108k 66.97
2022-06-30 $7.4M 102k 71.90
2022-03-31 $8.9M 102k 86.62
2021-12-31 $9.5M 102k 92.92
2021-09-30 $6.9M 83k 83.22
2021-06-30 $6.1M 74k 82.82
2021-03-31 $4.3M 57k 76.37
2020-12-31 $1.8M 26k 71.53
2019-09-30 $557k 5.0k 110.93
2019-06-30 $428k 3.9k 109.30
2019-03-31 $376k 3.6k 105.50
2018-12-31 $331k 3.6k 92.87
2018-09-30 $235k 2.2k 106.58
2018-06-30 $20k 198 101.01

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx