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iShares FTSE KLD 400 Social Idx shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 29k 102.41
2025-06-30 $3.3M 28k 116.16
2025-03-31 $3.0M 29k 102.41
2024-12-31 $3.3M 29k 112.69
2024-09-30 $3.4M 30k 113.61
2024-06-30 $3.5M 36k 97.64

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Visa Com Cl A (V)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Sanctuary Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Cetera Investment Advisers

View all funds holding iShares FTSE KLD 400 Social Idx