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iShares FTSE KLD 400 Social Idx shares owned by Gibson Capital

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

Historical chart of Gibson Capital 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 Gibson Capital 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 Gibson Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 41k 100.81
2023-12-31 $3.8M 42k 91.05
2023-09-30 $3.5M 43k 81.41
2023-06-30 $3.6M 43k 84.17
2023-03-31 $3.4M 44k 78.03
2022-12-31 $3.0M 42k 71.79
2022-09-30 $2.4M 36k 66.96
2022-06-30 $2.5M 35k 71.77
2022-03-31 $3.0M 35k 86.53
2021-12-31 $3.3M 35k 92.78
2021-09-30 $2.9M 35k 83.08
2021-06-30 $3.0M 36k 82.78
2021-03-31 $2.7M 36k 76.25
2020-12-31 $2.8M 40k 71.53
2020-09-30 $2.6M 20k 127.78
2020-06-30 $2.4M 21k 117.86
2020-03-31 $2.0M 21k 97.17
2019-12-31 $2.5M 21k 119.88
2019-09-30 $2.3M 21k 110.69
2019-06-30 $2.3M 22k 109.20
2019-03-31 $2.2M 21k 105.33
2018-12-31 $1.9M 21k 92.83
2018-09-30 $2.5M 24k 106.54
2018-06-30 $3.2M 32k 100.79
2018-03-31 $3.2M 33k 97.52
2017-12-31 $3.2M 33k 98.06
2017-09-30 $3.2M 34k 92.85
2017-06-30 $3.1M 34k 89.17
2017-03-31 $3.0M 35k 86.63
2016-12-31 $2.5M 31k 82.37
2016-09-30 $2.5M 31k 80.39
2016-06-30 $2.6M 34k 77.28
2016-03-31 $2.6M 35k 76.40
2015-12-31 $2.6M 34k 75.63
2015-09-30 $3.0M 42k 70.87
2015-06-30 $3.3M 43k 76.02
2015-03-31 $3.7M 48k 77.13
2014-12-31 $3.8M 50k 76.49
2014-09-30 $3.6M 49k 73.36
2014-06-30 $3.4M 46k 73.10
2014-03-31 $3.2M 45k 70.24
2013-12-31 $3.4M 50k 69.09
2013-09-30 $3.2M 51k 62.98
2013-06-30 $3.5M 58k 60.35

More positions owned by Gibson Capital

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Real Estate Etf Etf (VNQ)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Bridgeway Omni Small Cap Value Tax-managed Etf Etf (BSVO)
Vanguard Large-cap Etf Etf (VV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Mid-cap Etf Etf (VO)
Nvidia Corporation Stock (NVDA)
Meridianlink Stock (MLNK)
Avantis International Small Cap Value Etf Etf (AVDV)
Vanguard Small-cap Etf Etf (VB)

View all positions for Gibson Capital

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