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iShares FTSE KLD 400 Social Idx shares owned by Koenig Investment Advisory

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

Historical chart of Koenig Investment Advisory 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 Koenig Investment Advisory 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 Koenig Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 2.0k 129.23

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American Century Focused Large Cap Value Etf Etf (FLV)
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Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Pimco Enhanced Short Maturity Active Etf Etf (MINT)
Microsoft Corp Stock (MSFT)
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Vanguard S&p 500 Etf Etf (VOO)
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Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Koenig Investment Advisory

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Global Retirement Partners

View all funds holding iShares FTSE KLD 400 Social Idx