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iShares FTSE KLD 400 Social Idx shares owned by Ulrich Consultants & Investment Group

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Ulrich Consultants & Investment Group from 13F filings

Historical chart of Ulrich Consultants & Investment Group 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 Ulrich Consultants & Investment Group 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 Ulrich Consultants & Investment Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.1M 25k 84.17
2023-03-31 $1.9M 25k 77.99
2022-12-31 $1.8M 25k 71.79
2022-09-30 $1.7M 25k 66.99
2022-06-30 $1.8M 25k 71.91

More positions owned by Ulrich Consultants & Investment Group

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Msci Eafe Etf (EFA)
Hca Holdings (HCA)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Fs Kkr Capital Corp (FSK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)

View all positions for Ulrich Consultants & Investment Group

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