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iShares FTSE KLD 400 Social Idx shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by Morgan Stanley 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 Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $495M 4.8M 103.85
2024-03-31 $459M 4.6M 100.81
2023-12-31 $410M 4.5M 91.05
2023-09-30 $366M 4.5M 81.41
2023-06-30 $371M 4.4M 84.17
2022-12-31 $331M 4.6M 71.86
2022-06-30 $358M 4.7M 76.92
2022-03-31 $400M 4.6M 86.62
2021-06-30 $276M 3.3M 82.83
2020-12-31 $193M 2.7M 72.50
2020-09-30 $139M 1.1M 127.50
2020-06-30 $116M 983k 118.02
2020-03-31 $79M 816k 97.39
2019-12-31 $59M 495k 120.00
2019-09-30 $51M 458k 110.91
2019-03-31 $37M 352k 105.48
2018-12-31 $26M 284k 93.00
2018-09-30 $30M 279k 106.79
2018-06-30 $24M 240k 100.00
2018-03-31 $22M 232k 93.75
2017-12-31 $19M 199k 97.50
2017-03-31 $15M 170k 87.64
2016-12-31 $12M 148k 82.38
2016-09-30 $11M 133k 80.51
2016-06-30 $9.3M 121k 77.35
2016-03-31 $8.5M 111k 76.55
2015-12-31 $7.7M 109k 70.71
2015-09-30 $6.0M 85k 70.71
2015-06-30 $6.4M 86k 75.00
2014-12-31 $4.8M 63k 76.49
2014-09-30 $4.6M 63k 73.39
2014-06-30 $4.7M 64k 73.04
2014-03-31 $2.9M 42k 69.98
2013-12-31 $2.8M 41k 69.31
2013-09-30 $0 32k 0.00

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Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding iShares FTSE KLD 400 Social Idx