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iShares FTSE KLD 400 Social Idx shares owned by True Blue Financial

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

Historical chart of True Blue Financial 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 True Blue Financial 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 True Blue Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 31k 121.19

More positions owned by True Blue Financial

First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Spdr Series Trust State Street Spd (SPIB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPTM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Trust S&P REIT Index Fund (FRI)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for True Blue Financial

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
LPL Financial
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Mariner Wealth Advisors
Us Bancorp
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Goldman Sachs Group

View all funds holding iShares FTSE KLD 400 Social Idx