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iShares FTSE KLD 400 Social Idx shares owned by Marathon Wealth Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Marathon Wealth Advisors from 13F filings

Historical chart of Marathon Wealth Advisors 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 Marathon Wealth Advisors 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 Marathon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $756k 5.3k 142.39
2026-03-31 $643k 5.3k 121.18
2025-12-31 $682k 5.3k 128.83

More positions owned by Marathon Wealth Advisors

NVIDIA Corporation (NVDA)
Applied Materials (AMAT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Amazon (AMZN)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Caterpillar (CAT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Visa Com Cl A (V)

View all positions for Marathon Wealth Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx