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iShares FTSE KLD 400 Social Idx shares owned by Figure 8 Investment Strategies

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Figure 8 Investment Strategies from 13F filings

Historical chart of Figure 8 Investment Strategies 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 Figure 8 Investment Strategies 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 Figure 8 Investment Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 2.1k 125.95
2025-06-30 $247k 2.1k 116.16
2025-03-31 $218k 2.1k 102.41
2024-12-31 $234k 2.1k 110.25

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View all positions for Figure 8 Investment Strategies

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