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iShares FTSE KLD 400 Social Idx shares owned by Sofi Wealth

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

Historical chart of Sofi Wealth 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 Sofi Wealth 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 Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 34k 128.83
2025-09-30 $3.5M 28k 125.95
2025-06-30 $2.3M 20k 116.16
2025-03-31 $1.2M 12k 102.41
2024-12-31 $177k 1.6k 110.23

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Global X Fds Defense Tech Etf (SHLD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Sofi Wealth

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