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iShares FTSE KLD 400 Social Idx shares owned by CFS Investment Advisory Services

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

Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 1.7k 128.08
2025-06-30 $204k 1.8k 115.98
2022-03-31 $0 15k 0.00

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for CFS Investment Advisory Services

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx