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iShares FTSE KLD 400 Social Idx shares owned by Stanich Group

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

Historical chart of Stanich Group 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 Stanich Group 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 Stanich Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 23k 125.95
2025-06-30 $2.7M 23k 117.59
2025-03-31 $2.4M 23k 102.41
2024-12-31 $2.6M 24k 110.25

More positions owned by Stanich Group

Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Esg Awre Usd Etf (SUSC)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Reit Etf (SCHH)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Stanich Group

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