Oxbow Advisors »

iShares FTSE KLD 400 Social Idx shares owned by Oxbow Advisors

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

Historical chart of Oxbow 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 Oxbow Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Oxbow Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.4k 142.39

More positions owned by Oxbow Advisors

Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Ishares Gold Tr Ishares New (IAU)
Enterprise Products Partners (EPD)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)
MPLX Com Unit Rep Ltd (MPLX)
Microsoft Corporation (MSFT)
Boeing Dep Conv Pfd A (BA.PA)
Moody's Corporation (MCO)
Agnico (AEM)
Franco-Nevada Corporation (FNV)
Chevron Corporation (CVX)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)

View all positions for Oxbow 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