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iShares FTSE KLD 400 Social Idx shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $669k 6.6k 100.81
2023-12-31 $615k 6.8k 91.05
2023-09-30 $2.3M 28k 81.41
2023-06-30 $836k 9.9k 84.17
2023-03-31 $768k 9.8k 77.99
2022-12-31 $785k 11k 71.79
2022-09-30 $725k 11k 66.96
2022-06-30 $775k 11k 71.95
2022-03-31 $895k 10k 86.61
2021-12-31 $685k 7.4k 92.87
2021-09-30 $362k 4.4k 83.10
2021-06-30 $371k 4.5k 82.72
2021-03-31 $299k 3.9k 76.41
2020-12-31 $271k 3.8k 71.58
2020-09-30 $231k 1.8k 127.69
2020-06-30 $367k 3.1k 118.08
2020-03-31 $291k 3.0k 97.23
2019-12-31 $286k 2.4k 119.97
2019-09-30 $267k 2.4k 110.83
2019-06-30 $262k 2.4k 109.35
2019-03-31 $250k 2.4k 105.35
2018-12-31 $209k 2.2k 93.10
2018-09-30 $223k 2.2k 99.96
2018-06-30 $244k 2.4k 102.74
2018-03-31 $235k 2.4k 98.95
2017-12-31 $281k 2.9k 98.08

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Goldman Sachs Group
Sei Investments
Mariner Wealth Advisors
HPM Partners
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx