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iShares FTSE KLD 400 Social Idx shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial 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 Mayflower Financial 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 Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $461k 4.2k 108.79
2024-06-30 $440k 4.2k 103.85
2024-03-31 $483k 4.8k 100.81
2023-12-31 $436k 4.8k 91.05
2023-09-30 $390k 4.8k 81.41
2023-06-30 $409k 4.9k 84.17
2023-03-31 $379k 4.9k 77.99
2022-12-31 $351k 4.9k 71.79

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wayfair Cl A (W)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Mayflower Financial Advisors

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