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iShares FTSE KLD 400 Social Idx shares owned by Abound Financial

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

Historical chart of Abound Financial 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 Abound Financial 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 Abound Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $122k 944 128.83
2025-03-31 $97k 944 102.41

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Spdr Series Trust State Street Spd (SPYG)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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Spdr Series Trust State Street Spd (SPIB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust State Street Spd (SLYG)

View all positions for Abound Financial

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx