Paladin Wealth »

iShares FTSE KLD 400 Social Idx shares owned by Paladin Wealth

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

Historical chart of Paladin Wealth 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 Paladin Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Paladin Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 884 108.79

More positions owned by Paladin Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)
Apple (AAPL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Henderson Securi (JSI)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Neos Etf Trust Neos S&p 500 Hi (SPYI)

View all positions for Paladin Wealth

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
Envestnet Portfolio Solutions
Syntrinsic
Mariner Wealth Advisors
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Commonwealth Equity Services
Branch Banking & Trust Company
Creative Planning

View all funds holding iShares FTSE KLD 400 Social Idx