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iShares FTSE KLD 400 Social Idx shares owned by Bedminster

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

Historical chart of Bedminster 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 Bedminster 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 Bedminster

Quarter filed Position value Share count Share price at filing
2026-03-31 $312k 2.6k 121.19

More positions owned by Bedminster

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Ishares Us Thema (THRO)
Global X Fds Defense Tech Etf (SHLD)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)

View all positions for Bedminster

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
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Commonwealth Equity Services
Global Retirement Partners

View all funds holding iShares FTSE KLD 400 Social Idx