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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
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)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Total Bond Etf Etf (FBND)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Apple Stock (AAPL)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)

View all positions for Mascoma Wealth 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