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iShares FTSE KLD 400 Social Idx shares owned by Win Advisors

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

Historical chart of Win Advisors 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 25k 108.79
2022-12-31 $65k 905 71.79
2022-09-30 $61k 905 67.40
2022-06-30 $66k 905 72.93
2022-03-31 $22M 255k 86.62
2021-12-31 $24M 254k 92.92

More positions owned by Win Advisors

American Centy Etf Tr Us Quality Grow (QGRO)
Blackrock Etf Trust Us Eqt Factor (DYNF)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Alps Etf Tr Oshares Us Qualt (OUSA)
Fidelity Covington Trust Low Volity Etf (FDLO)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)
Principal Exchange Traded Us Mega Cp Etf (USMC)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)

View all positions for Win Advisors

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