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iShares FTSE KLD 400 Social Idx shares owned by Northstar Asset Management

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

Historical chart of Northstar Asset 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 Northstar Asset 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 Northstar Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 102k 128.83
2025-09-30 $629k 5.0k 125.95

More positions owned by Northstar Asset Management

Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
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Costco Wholesale Corporation (COST)
Stryker Corporation (SYK)
Linde SHS (LIN)
Automatic Data Processing (ADP)
Intuit (INTU)
Ishares Tr Esg Msci Kld 400 (DSI)
Unilever Spon Adr New (UL)
Eaton Corp SHS (ETN)
Xylem (XYL)
IDEXX Laboratories (IDXX)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Northstar Asset Management

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