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iShares FTSE KLD 400 Social Idx shares owned by TrueNorth

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

Historical chart of TrueNorth 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 TrueNorth 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 TrueNorth

Quarter filed Position value Share count Share price at filing
2025-09-30 $53M 420k 125.29
2025-06-30 $47M 402k 115.59
2025-03-31 $43M 417k 101.98
2024-12-31 $94M 852k 110.03

More positions owned by TrueNorth

Vanguard Large Cap Etf (VV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab US Large-Cap ETF Etf (SCHX)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Vanguard Total International Stock Etf Etf (VXUS)
JPMorgan Core Plus Bond ETF Etf (JCPB)
Invesco BulletShares 2030 Corp Bd ETF Etf (BSCU)
Invesco BulletShares 2029 Corp Bd ETF Etf (BSCT)
Schwab US Broad Market ETF Etf (SCHB)
SPDR S&P 500 ETF Trust Etf (SPY)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Total Bond Market ETF Etf (BND)

View all positions for TrueNorth

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