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

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

Historical chart of McMahon 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 McMahon 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $50k 460 108.79
2024-06-30 $48k 460 103.85

More positions owned by McMahon Financial Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)
Vanguard World Mega Cap Val Etf (MGV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Global Energ Etf (IXC)
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)

View all positions for McMahon 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