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iShares FTSE KLD 400 Social Idx shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $385k 3.8k 100.81
2023-09-30 $3.2k 39 81.41

More positions owned by Buck Wealth Strategies

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Caterpillar (CAT)
Waste Management (WM)
Merck & Co (MRK)
Verizon Communications (VZ)
Coca-Cola Company (KO)
Pfizer (PFE)
Eaton Corp SHS (ETN)
Cisco Systems (CSCO)
Lyondellbasell Industries N Shs - A - (LYB)
Southern Company (SO)
Paychex (PAYX)
Consolidated Edison (ED)

View all positions for Buck Wealth Strategies

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx