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iShares FTSE KLD 400 Social Idx shares owned by Ellevest

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

Historical chart of Ellevest 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 Ellevest 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 Ellevest

Quarter filed Position value Share count Share price at filing
2024-09-30 $513k 4.7k 108.79
2024-06-30 $489k 4.7k 103.85
2024-03-31 $468k 4.6k 100.81
2023-12-31 $422k 4.6k 91.05
2023-09-30 $466k 5.7k 81.41
2023-06-30 $482k 5.7k 84.17
2019-12-31 $91k 756 120.37

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View all positions for Ellevest

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx