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iShares FTSE KLD 400 Social Idx shares owned by Massmutual Trust

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

Historical chart of Massmutual Trust 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 Massmutual Trust 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 Massmutual Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 14k 100.81
2023-12-31 $1.3M 15k 91.05
2023-09-30 $1.1M 13k 81.41
2023-06-30 $1.1M 13k 84.17
2023-03-31 $995k 13k 77.99
2022-12-31 $884k 12k 71.79
2022-09-30 $781k 12k 66.97
2022-06-30 $824k 12k 71.87
2022-03-31 $913k 11k 86.58
2021-12-31 $833k 9.0k 92.97
2021-09-30 $871k 11k 83.19
2021-06-30 $878k 11k 82.79
2021-03-31 $789k 10k 76.34
2020-12-31 $833k 12k 71.53
2020-09-30 $649k 5.1k 128.01
2020-06-30 $557k 4.7k 118.01
2020-03-31 $354k 3.6k 97.52
2019-12-31 $507k 4.2k 120.14
2019-09-30 $373k 3.4k 111.01
2019-06-30 $361k 3.3k 109.23
2019-03-31 $345k 3.3k 105.48
2018-12-31 $303k 3.3k 93.00
2018-09-30 $248k 2.3k 106.79
2018-06-30 $206k 2.0k 100.94
2018-03-31 $169k 1.7k 97.72
2017-12-31 $2.3k 126 18.50
2017-06-30 $132k 1.5k 89.32
2017-03-31 $128k 1.5k 86.76
2016-12-31 $117k 1.4k 82.38
2016-06-30 $110k 1.4k 77.35
2016-03-31 $109k 1.4k 76.55
2015-12-31 $102k 1.4k 75.71
2015-09-30 $38k 515 73.38
2015-06-30 $8.4k 115 73.11
2015-03-31 $96k 1.2k 77.24
2014-12-31 $80k 1.0k 76.59
2014-09-30 $38k 515 73.38
2014-06-30 $8.4k 115 73.11

More positions owned by Massmutual Trust

Microsoft Corp Common / Ordinary Stock (MSFT)
Apple Common / Ordinary Stock (AAPL)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
NVIDIA Corp Common / Ordinary Stock (NVDA)
Amazon.com Common / Ordinary Stock (AMZN)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
JPMorgan Chase & Co Common / Ordinary Stock (JPM)
iShares MSCI EAFE ETF Exchange Traded Fund (EFA)
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)
Alphabet Common / Ordinary Stock (GOOGL)
Chevron Corp Common / Ordinary Stock (CVX)
Meta Platforms Common / Ordinary Stock (META)
Procter & Gamble Co/The Common / Ordinary Stock (PG)
Visa Common / Ordinary Stock (V)

View all positions for Massmutual Trust

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx