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iShares FTSE KLD 400 Social Idx shares owned by S.A. Mason

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by S.A. Mason from 13F filings

Historical chart of S.A. Mason 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 S.A. Mason 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 S.A. Mason

Quarter filed Position value Share count Share price at filing
2025-12-31 $687k 5.3k 128.83
2025-09-30 $586k 4.7k 125.95
2025-06-30 $540k 4.7k 116.16
2020-03-31 $10k 100 100.00
2019-12-31 $12k 100 120.00

More positions owned by S.A. Mason

NVIDIA Corporation (NVDA)
Vanguard Total Stock Market ETF Etf (VTI)
Microsoft Corporation (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Short Duration Tax-Exm Bd ETF Etf (VSDM)
SPDR S&P 500 ETF Trust Etf (SPY)
Apple (AAPL)
Vanguard Mid-Cap ETF Etf (VO)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Small-Cap ETF Etf (VB)
Vanguard Intermediate-Term Tax-Exempt Bond ETF Etf (VTEI)
Costco Wholesale Corporation (COST)
Palantir Technologies (PLTR)
Vanguard Core Tax-Exempt Bond ETF Etf (VCRM)
Alphabet Inc Class A cs (GOOGL)

View all positions for S.A. Mason

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