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iShares MSCI KLD 400 Social ETF
148.39
USD
-0.81
0.54%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
148.40
+0.01
0.01%
1 day
-0.54%
5 days
0.13%
1 month
1.23%
3 months
5.24%
6 months
17.87%
Year to date
15.11%
1 year
16.65%
5 years
73.78%
10 years
270.51%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 501 |
EW
501
Evoke Wealth
Los Angeles,
California
| – | -$213K | -2,610 | Closed |
|
| 502 |
EP
502
Essential Planning
Portsmouth,
New Hampshire
| – | -$207K | -2,541 | Closed |
|
| 503 |
CCP
503
Carmel Capital Partners
San Diego,
California
| – | -$35.7K | -438 | Closed |
|
| 504 |
SSWM
504
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$32.6K | -400 | Closed |
|
| 505 |
FIA
505
FNY Investment Advisers
New York
| – | -$16K | -200 | Closed |
|
| 506 |
SCA
506
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$12.2K | -150 | Closed |
|
| 507 |
RIA
507
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.65K | -103 | Closed |
|
| 508 |
CPG
508
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$4.56K | -56 | Closed |
|
| 509 |
BWS
509
Buck Wealth Strategies
Denver,
Colorado
| – | -$3.17K | -39 | Closed |
|