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iShares FTSE KLD 400 Social Idx shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates 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 Wealth Management Associates 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 Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 2.6k 128.83

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Alphabet Cap Stk Cl A (GOOGL)
Kinder Morgan (KMI)

View all positions for Wealth Management Associates

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Global Retirement Partners

View all funds holding iShares FTSE KLD 400 Social Idx