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iShares FTSE KLD 400 Social Idx shares owned by Charter Trust

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

Historical chart of Charter Trust 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 Charter Trust 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 Charter Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $811k 6.7k 121.19

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Ishares Tr Core S&p Mcp Etf (IJH)
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Select Sector Spdr Tr State Street Con (XLY)
Microsoft Corporation (MSFT)

View all positions for Charter Trust

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