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iShares FTSE KLD 400 Social Idx shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 2.1k 100.81
2021-06-30 $120M 120k 1000.00
2021-03-31 $112k 1.4k 78.54
2020-12-31 $102k 1.4k 71.43

More positions owned by Flagship Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Global Tech Etf (IXN)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Flagship Private Wealth

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