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iShares FTSE KLD 400 Social Idx shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $363k 2.5k 142.39
2026-03-31 $329k 2.7k 121.19
2025-12-31 $310k 2.4k 128.83

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Microsoft Corporation (MSFT)
Amazon (AMZN)
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Meta Platforms Cl A (META)
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Samsara Com Cl A (IOT)
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View all positions for Catalytic Wealth RIA

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