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iShares FTSE KLD 400 Social Idx shares owned by Long Wharf Investors

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

Historical chart of Long Wharf Investors 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 Long Wharf Investors 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 Long Wharf Investors

Quarter filed Position value Share count Share price at filing
2014-06-30 $355k 4.9k 73.12
2014-03-31 $351k 5.0k 70.20
2013-12-31 $356k 5.1k 69.19
2013-09-30 $330k 5.2k 62.92
2013-06-30 $317k 5.2k 60.44

More positions owned by Long Wharf Investors

Analog Devices (ADI)
GlaxoSmithKline
Spdr Index Shs Fds s^p global nat res (GNR)
iShares S&P Europe 350 Index (IEV)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Allergan
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Spdr Short-term High Yield mf (SJNK)
Ishares Tr s^p gtfidx etf (WOOD)
Spdr S&p 500 Etf (SPY)
SPDR Dow Jones Global Real Estate (RWO)
Market Vectors Etf Tr .......... intl hi yld bd
Vanguard Mid-Cap ETF (VO)
Vanguard Pacific ETF (VPL)
D Ishares (EEMS)

View all positions for Long Wharf Investors

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