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iShares FTSE KLD 400 Social Idx shares owned by Gilbert Capital Group

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

Historical chart of Gilbert Capital Group 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 Gilbert Capital Group 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 Gilbert Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7M 44k 128.83
2025-09-30 $5.5M 43k 125.95

More positions owned by Gilbert Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Msci Usa Quality (GARP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Gilbert Capital Group

Top funds holding iShares FTSE KLD 400 Social Idx

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
Cetera Investment Advisers

View all funds holding iShares FTSE KLD 400 Social Idx