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iShares FTSE KLD 400 Social Idx shares owned by Allodium Investment Consultants

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

Historical chart of Allodium Investment Consultants 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 Allodium Investment Consultants 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 Allodium Investment Consultants

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.5M	20k	125.95
2025-06-30	$2.4M	21k	116.16
2025-03-31	$2.0M	19k	102.41

More positions owned by Allodium Investment Consultants

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Vanguard Index Fds Real Estate Etf (VNQ)

American Centy Etf Tr Avantis Core Fi (AVIG)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Ishares Tr Core S&p500 Etf (IVV)

Dimensional Etf Trust International (DFSI)

Nushares Etf Tr Nuveen Esg Smlcp (NUSC)

Dimensional Etf Trust Us Sustainabilty (DFSU)

Dimensional Etf Trust Global Sustaina (DFSB)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Nushares Etf Tr Nuveen Esg Intl (NUDM)

View all positions for Allodium Investment Consultants

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley

Envestnet Asset Management

Jpmorgan Chase & Co

LPL Financial

Bank of New York Mellon

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

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