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iShares FTSE KLD 400 Social Idx shares owned by Basepoint Wealth

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

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 1.8k 128.86
2025-09-30 $222k 1.8k 125.97
2025-06-30 $205k 1.8k 116.18

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Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
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
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx