Avise Financial Cooperative »

iShares FTSE KLD 400 Social Idx shares owned by Avise Financial Cooperative

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

Historical chart of Avise Financial Cooperative 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 Avise Financial Cooperative consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Avise Financial Cooperative

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 45k 121.19

More positions owned by Avise Financial Cooperative

Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awre Usd Etf (SUSC)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Msci Kld 400 (DSI)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Esg Awr Msci Em (ESGE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Esg Awr Msci Usa (EVUS)

View all positions for Avise Financial Cooperative

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