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iShares FTSE KLD 400 Social Idx shares owned by 1015 Capital Partners

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by 1015 Capital Partners from 13F filings

Historical chart of 1015 Capital Partners 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 1015 Capital Partners 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 1015 Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 14k 121.19
2025-12-31 $1.9M 14k 128.83

More positions owned by 1015 Capital Partners

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core Msci Eafe Etf Etf (IEFA)
State Street Spdr S&p Dividend Etf Etf (SDY)
Ishares Esg Msci Kld 400 Etf Etf (DSI)

View all positions for 1015 Capital Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
LPL Financial
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Goldman Sachs Group

View all funds holding iShares FTSE KLD 400 Social Idx