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iShares FTSE KLD 400 Social Idx shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management 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 Kestra Investment Management 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 Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 2.4k 125.98
2025-06-30 $234k 2.0k 116.16
2025-03-31 $207k 2.0k 102.41
2024-12-31 $175k 1.6k 110.23

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Kestra Investment Management

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