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iShares FTSE KLD 400 Social Idx shares owned by Petix & Botte

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

Historical chart of Petix & Botte 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 Petix & Botte 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 Petix & Botte

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 20k 100.81

More positions owned by Petix & Botte

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Us Treas Bd Etf (GOVT)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Petix & Botte

Top funds holding iShares FTSE KLD 400 Social Idx

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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