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iShares FTSE KLD 400 Social Idx shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2024-09-30 $289M 2.7k 108776.19
2024-06-30 $278M 2.7k 103858.32
2024-03-31 $297M 2.9k 100805.84
2023-09-30 $260M 3.2k 81413.30
2023-06-30 $244M 2.9k 84173.63
2023-03-31 $226M 2.9k 77978.94
2022-12-31 $215M 3.0k 71784.81

More positions owned by DDFG

Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx