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iShares FTSE KLD 400 Social Idx shares owned by Eq

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

Historical chart of Eq 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 Eq 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 Eq

Quarter filed Position value Share count Share price at filing
2025-09-30 $582k 4.6k 125.96
2025-06-30 $536k 4.6k 116.16
2025-03-31 $463k 4.5k 102.40
2024-12-31 $445k 4.0k 110.26
2024-09-30 $469k 4.3k 108.80

More positions owned by Eq

Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Esg Us Stk Etf (ESGV)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Eq

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