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iShares FTSE KLD 400 Social Idx shares owned by McIlrath & Eck

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by McIlrath & Eck from 13F filings

Historical chart of McIlrath & Eck 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 McIlrath & Eck 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 McIlrath & Eck

Quarter filed Position value Share count Share price at filing
2024-09-30 $139k 1.3k 108.76
2024-03-31 $138k 1.4k 100.79
2023-12-31 $127k 1.4k 91.08
2023-09-30 $116k 1.4k 81.41
2023-06-30 $117k 1.4k 84.17
2023-03-31 $112k 1.4k 77.99
2022-12-31 $69k 966 71.79
2022-09-30 $123k 1.8k 66.88

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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for McIlrath & Eck

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