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iShares FTSE KLD 400 Social Idx shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth 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 Sax Wealth 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 13k 125.95
2025-06-30 $1.5M 13k 116.16
2024-12-31 $401k 3.6k 110.25
2024-09-30 $383k 3.5k 108.79
2024-06-30 $279k 2.7k 103.85

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Sax Wealth Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
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

View all funds holding iShares FTSE KLD 400 Social Idx