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iShares FTSE KLD 400 Social Idx shares owned by 55i

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by 55i from 13F filings

Historical chart of 55i 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 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $11M 164k 66.97
2022-06-30 $13M 179k 71.90
2022-03-31 $5.4M 63k 86.61
2021-12-31 $2.6M 28k 92.92
2021-09-30 $1.5M 18k 83.21
2021-06-30 $3.1M 37k 82.83
2021-03-31 $2.8M 36k 76.36
2020-12-31 $2.4M 34k 71.54
2020-09-30 $1.7M 13k 127.96
2020-06-30 $1.3M 11k 118.03

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx