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iShares FTSE KLD 400 Social Idx shares owned by Roof Eidam & Maycock

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

Historical chart of Roof Eidam & Maycock 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 Roof Eidam & Maycock 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 Roof Eidam & Maycock

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 2.1k 108.79
2024-06-30 $213k 2.1k 103.85
2024-03-31 $207k 2.1k 100.81
2022-03-31 $221k 2.6k 86.67
2021-12-31 $237k 2.6k 92.94
2021-09-30 $212k 2.6k 83.14

More positions owned by Roof Eidam & Maycock

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Roof Eidam & Maycock

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