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iShares FTSE KLD 400 Social Idx shares owned by Bremer Trust

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

Historical chart of Bremer Trust 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 Bremer Trust 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 Bremer Trust

Quarter filed Position value Share count Share price at filing
2018-12-31 $926k 10k 93.00
2018-09-30 $504k 4.7k 106.82
2018-06-30 $228k 2.3k 100.97
2017-06-30 $263k 2.9k 89.63
2017-03-31 $256k 2.9k 86.99
2016-12-31 $243k 2.9k 82.60
2016-09-30 $238k 2.9k 80.84

More positions owned by Bremer Trust

Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
3M Company (MMM)
iShares S&P MidCap 400 Index (IJH)
Apple (AAPL)
Vanguard Short Term Corporate Bond ETF (VCSH)
JPMorgan Chase & Co. (JPM)
iShares S&P Latin America 40 Index (ILF)
Vanguard High Dividend Yield ETF (VYM)
iShares MSCI Emerging Markets Indx (EEM)
Microsoft Corporation (MSFT)
iShares Russell 2000 Index (IWM)
iShares MSCI EAFE Index Fund (EFA)
Alphabet Inc Class C cs (GOOG)
iShares S&P SmallCap 600 Index (IJR)

View all positions for Bremer Trust

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Mariner Wealth Advisors
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx