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iShares FTSE KLD 400 Social Idx shares owned by Fedenia Advisers

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

Historical chart of Fedenia Advisers 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 Fedenia Advisers 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 Fedenia Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $92k 645 142.39
2024-12-31 $99k 897 110.25

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Invesco Qqq Trust Series I Etf (QQQ)
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Ishares National Muni Bond Etf Etf (MUB)
Sandisk Corp Stock (SNDK)
Vanguard S&p 500 Etf Etf (VOO)
Micron Technology Stock (MU)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Western Digital Corp Stock (WDC)
Advanced Micro Devices Stock (AMD)
Seagate Technology Hldngs Plc Ord Stock (STX)
Lam Research Corp Stock (LRCX)
Marvell Technology Stock (MRVL)
Applied Matls Stock (AMAT)
Palo Alto Networks Stock (PANW)
Ishares Long-term National Muni Bond Etf Etf (LMUB)

View all positions for Fedenia Advisers

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Ameriprise Financial
TrueNorth
UBS Group
Betterment
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Goldman Sachs Group

View all funds holding iShares FTSE KLD 400 Social Idx