Unionview »

iShares FTSE KLD 400 Social Idx shares owned by Unionview

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

Historical chart of Unionview 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 Unionview 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 Unionview

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 2.1k 108.78
2024-06-30 $214k 2.1k 103.86
2024-03-31 $207k 2.1k 100.81

More positions owned by Unionview

Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Value Line Divid In SHS (FVD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)

View all positions for Unionview

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx