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iShares FTSE KLD 400 Social Idx shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman Management 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 Wagner Bowman Management 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 3.4k 108.79
2024-06-30 $390k 3.8k 103.85
2024-03-31 $372k 3.7k 100.81
2023-12-31 $319k 3.5k 91.05

More positions owned by Wagner Bowman Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard World Health Car Etf (VHT)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Wagner Bowman Management

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