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iShares FTSE KLD 400 Social Idx shares owned by Myecfo

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

Historical chart of Myecfo 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 Myecfo 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 Myecfo

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 3.2k 108.79
2024-06-30 $347k 3.3k 103.85
2024-03-31 $319k 3.2k 100.81
2023-12-31 $288k 3.2k 91.05
2023-09-30 $204k 2.5k 81.41
2023-06-30 $211k 2.5k 84.17

More positions owned by Myecfo

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Calif Mun Bd Etf (CMF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr New York Mun Etf (NYF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Gnma Bond Etf (GNMA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Myecfo

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