Investor's Fiduciary Advisor Network »

iShares FTSE KLD 400 Social Idx shares owned by Investor's Fiduciary Advisor Network

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Investor's Fiduciary Advisor Network from 13F filings

Historical chart of Investor's Fiduciary Advisor Network 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 Investor's Fiduciary Advisor Network consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Investor's Fiduciary Advisor Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 19k 125.94
2025-06-30 $2.3M 20k 116.14
2025-03-31 $2.8M 27k 102.37

More positions owned by Investor's Fiduciary Advisor Network

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Realty Income (O)
Vanguard Whitehall Fds High Div Yld (VYM)
Caterpillar (CAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Investor's Fiduciary Advisor Network

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