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iShares FTSE KLD 400 Social Idx shares owned by Hamrick Investment Counsel

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

Historical chart of Hamrick Investment Counsel 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 Hamrick Investment Counsel 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 Hamrick Investment Counsel

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 400 121.19

More positions owned by Hamrick Investment Counsel

Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr Series Trust Bloomberg Emergi (EBND)
Vanguard Specialized Funds Div App Etf (VIG)
Starbucks Corporation (SBUX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Meta Platforms Cl A (META)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Amgen (AMGN)

View all positions for Hamrick Investment Counsel

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx