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iShares FTSE KLD 400 Social Idx shares owned by Diversified Enterprises

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

Historical chart of Diversified Enterprises 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 Diversified Enterprises 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 Diversified Enterprises

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 35k 125.95
2025-06-30 $4.0M 34k 116.16
2025-03-31 $2.9M 29k 102.41
2024-12-31 $2.4M 21k 110.25

More positions owned by Diversified Enterprises

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Harbor Etf Trust Internatnal Comp (OSEA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Diversified Enterprises

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