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iShares FTSE KLD 400 Social Idx shares owned by Balasa Dinverno & Foltz

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

Historical chart of Balasa Dinverno & Foltz investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.5M 22k 66.97
2022-06-30 $1.6M 22k 71.90
2022-03-31 $1.9M 22k 86.61
2021-12-31 $2.1M 22k 92.92
2021-09-30 $1.8M 22k 83.21
2021-06-30 $1.9M 23k 82.84
2021-03-31 $1.7M 22k 76.38
2020-12-31 $1.6M 23k 71.54
2020-09-30 $1.7M 14k 127.93
2020-06-30 $1.6M 14k 118.00
2020-03-31 $1.3M 14k 97.39
2019-12-31 $1.6M 13k 120.12
2019-09-30 $1.5M 14k 110.92
2019-06-30 $1.5M 14k 109.39
2019-03-31 $1.4M 14k 105.49
2018-12-31 $1.2M 13k 92.99
2018-09-30 $1.4M 13k 106.78
2018-06-30 $1.3M 13k 100.97
2018-03-31 $1.3M 13k 97.69
2017-12-31 $1.3M 13k 98.23
2017-09-30 $1.2M 13k 92.87
2017-06-30 $1.2M 13k 89.33
2017-03-31 $1.2M 13k 86.77
2016-12-31 $1.1M 13k 82.39
2016-09-30 $1.1M 13k 80.51
2016-06-30 $998k 13k 77.37
2016-03-31 $907k 12k 76.51
2015-12-31 $816k 11k 75.68
2015-09-30 $702k 9.9k 70.95
2015-06-30 $753k 9.9k 76.11
2015-03-31 $765k 9.9k 77.26
2014-12-31 $758k 9.9k 76.55
2014-09-30 $727k 9.9k 73.42
2014-06-30 $662k 9.0k 73.16
2014-03-31 $635k 9.0k 70.27
2013-12-31 $624k 9.0k 69.06
2013-09-30 $569k 9.0k 62.98
2013-06-30 $545k 9.0k 60.32

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

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