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iShares FTSE KLD 400 Social Idx shares owned by Allstreet Capital Advisors

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

Historical chart of Allstreet Capital Advisors 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 Allstreet Capital Advisors 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 Allstreet Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $335k 2.8k 121.20

More positions owned by Allstreet Capital Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Allstreet Capital Advisors

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
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx