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iShares FTSE KLD 400 Social Idx shares owned by Syntrinsic

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

Historical chart of Syntrinsic 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 Syntrinsic 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 Syntrinsic

Quarter filed Position value Share count Share price at filing
2024-09-30 $70M 644k 108.58
2024-06-30 $84M 805k 103.69
2024-03-31 $80M 792k 100.66
2023-12-31 $70M 771k 90.93
2023-09-30 $65M 793k 81.31

More positions owned by Syntrinsic

Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Tr Kld 400 Social Index Etf (DSI)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Vanguard Large Cap Etf (VV)
Spdr S&p 500 Etf Etf (SPY)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Aw X-us Sm Cap Etf (VSS)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Ftse All-world Ex-us Etf (VEU)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard S&p 500 Etf Etf (VOO)
Vaneck Israel Etf Etf (ISRA)
Ishares Paris-aligned Climate Msci Usa Etf Etf (PABU)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Syntrinsic

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding iShares FTSE KLD 400 Social Idx