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

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

Historical chart of PFG 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 PFG 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 18k 108.79
2024-06-30 $1.9M 18k 103.85
2024-03-31 $1.8M 17k 100.81
2023-12-31 $1.6M 18k 91.05
2023-09-30 $1.6M 20k 81.41
2023-06-30 $1.7M 20k 84.17
2023-03-31 $1.7M 22k 77.99
2022-12-31 $1.5M 22k 71.79
2022-09-30 $1.3M 20k 66.96
2022-06-30 $1.4M 19k 71.89
2022-03-31 $1.3M 15k 86.60
2021-12-31 $1.3M 15k 88.28
2021-09-30 $847k 10k 83.20
2021-06-30 $1.1M 13k 82.82
2021-03-31 $1.0M 13k 76.32
2020-12-31 $867k 12k 71.56
2020-09-30 $472k 3.7k 127.81
2020-06-30 $332k 2.8k 118.02
2020-03-31 $367k 3.8k 97.35
2019-12-31 $379k 3.2k 120.05
2019-09-30 $332k 3.0k 111.07
2019-06-30 $276k 2.5k 109.48
2019-03-31 $329k 3.1k 105.62
2018-12-31 $290k 3.1k 93.04
2018-09-30 $252k 2.4k 107.01

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Fid Msci Info Technology Index Etf Etf (FTEC)

View all positions for PFG 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