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iShares FTSE KLD 400 Social Idx shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $176M 2.2M 81.41
2023-06-30 $254M 3.0M 84.17
2023-03-31 $236M 3.0M 77.99
2022-12-31 $253M 3.5M 71.79
2022-09-30 $233M 3.5M 66.97
2022-06-30 $246M 3.4M 71.90
2022-03-31 $127M 1.5M 86.62
2021-12-31 $57M 613k 92.92
2021-09-30 $39M 462k 83.21
2021-06-30 $75M 900k 82.83
2021-03-31 $79M 1.0M 76.36
2020-12-31 $102M 1.4M 71.54
2020-09-30 $71M 554k 127.95
2020-06-30 $51M 430k 118.02
2020-03-31 $36M 369k 97.39
2019-12-31 $31M 258k 120.13
2019-09-30 $22M 202k 110.91
2019-06-30 $14M 131k 109.36
2019-03-31 $9.2M 87k 105.48
2018-12-31 $5.2M 56k 93.01
2018-09-30 $633k 5.9k 106.87
2018-06-30 $1.8M 18k 100.91
2018-03-31 $1.3M 13k 97.63
2017-12-31 $2.4M 25k 98.25
2017-09-30 $2.4M 26k 92.84
2017-06-30 $2.8M 31k 89.32
2017-03-31 $2.9M 34k 86.82
2016-12-31 $2.7M 33k 82.41
2016-09-30 $2.9M 36k 80.52
2016-06-30 $2.8M 37k 77.36
2016-03-31 $2.9M 38k 76.56
2015-12-31 $3.0M 40k 75.71
2015-09-30 $2.2M 32k 70.94
2015-06-30 $3.1M 41k 76.06
2015-03-31 $1.1M 14k 77.24
2014-12-31 $285k 3.7k 76.51
2014-09-30 $273k 3.7k 73.29

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx