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iShares FTSE KLD 400 Social Idx shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 2.7k 100.81

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Ishares Semicdtr (SOXX)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Energy (XLE)
Vanguard World Financials Etf (VFH)

View all positions for Theory Financial

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
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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