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iShares FTSE KLD 400 Social Idx shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 44k 108.79
2024-06-30 $4.9M 48k 103.85
2024-03-31 $4.3M 43k 100.81
2023-12-31 $4.1M 45k 91.05
2023-09-30 $938k 12k 81.41
2023-06-30 $919k 11k 84.17
2023-03-31 $795k 10k 77.99
2022-12-31 $919k 13k 71.79
2022-09-30 $907k 14k 66.93
2022-06-30 $1.2M 16k 71.88
2022-03-31 $1.3M 15k 86.61
2021-12-31 $1.2M 13k 92.91
2021-09-30 $1.1M 14k 83.20
2021-06-30 $1.1M 13k 82.87
2021-03-31 $1.1M 14k 76.33
2020-12-31 $1.0M 14k 71.51
2020-09-30 $899k 7.0k 128.01
2020-06-30 $832k 7.0k 118.05
2020-03-31 $782k 8.0k 97.37
2019-12-31 $1.1M 9.5k 120.12
2019-09-30 $1.0M 9.5k 110.90
2019-06-30 $1.3M 12k 109.37
2019-03-31 $1.2M 11k 105.52
2018-12-31 $1.0M 11k 92.98
2018-09-30 $929k 8.7k 106.82
2018-06-30 $761k 7.5k 101.00
2018-03-31 $734k 7.5k 97.71
2017-12-31 $862k 8.8k 98.20
2017-09-30 $868k 9.4k 92.81
2017-06-30 $811k 9.1k 89.29
2017-03-31 $686k 7.9k 86.79
2016-12-31 $626k 7.6k 82.39
2016-09-30 $721k 9.0k 80.56
2016-06-30 $683k 8.9k 76.95
2016-03-31 $516k 6.7k 76.54
2015-12-31 $467k 6.2k 75.69

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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