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iShares MSCI KLD 400 Social ETF
145.92
USD
-0.70
0.48%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
1 day
-0.48%
5 days
-0.36%
1 month
5.82%
3 months
2.59%
6 months
12.84%
Year to date
13.2%
1 year
20.07%
5 years
67.76%
10 years
259.94%
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 |
|
|---|---|---|---|---|---|---|
| 76 |
MPWT
76
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $37.8K | +$29.5K | +800 | +348% |
|
| 77 |
MHS
77
M Holdings Securities
Portland,
Oregon
| $25K | +$24.8K | +672 | New |
|
| 78 |
IFWM
78
Institute for Wealth Management
Denver,
Colorado
| $19K | +$18.8K | +508 | New |
|
| 79 |
FAM
79
Formidable Asset Management
Cincinnati,
Ohio
| $8K | – | – | – |
|
| 80 |
TH
80
Timber Hill
Greenwich,
Connecticut
| – | -$1.2M | -32,756 | Closed |
|
| 81 |
GAM
81
Gemmer Asset Management
Walnut Creek,
California
| – | -$823K | -22,502 | Closed |
|
| 82 |
JMFC
82
J.M. Forbes & Co
Boston,
Massachusetts
| – | -$804K | -22,016 | Closed |
|
| 83 |
CWM
83
Concert Wealth Management
San Jose,
California
| – | -$218K | -6,148 | Closed |
|
| 84 |
BRWA
84
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$14.6K | -400 | Closed |
|
| 85 |
PAS
85
Partnervest Advisory Services
Santa Barbara,
California
| – | -$7K | -190 | Closed |
|