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iShares FTSE KLD 400 Social Idx shares owned by Envision Financial

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

Historical chart of Envision Financial 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 Envision Financial 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 Envision Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $530k 4.4k 121.19

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Wisdomtree Tr Floatng Rat Trea (USFR)
Victory Portfolios Ii Core Intermediat (UITB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision Financial

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
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Bank of New York Mellon
UBS Group
TrueNorth
Betterment
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Commonwealth Equity Services
Global Retirement Partners

View all funds holding iShares FTSE KLD 400 Social Idx