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Valtinson Bruner Financial Planning »

iShares FTSE KLD 400 Social Idx shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$317k	2.5k	125.95
2025-06-30	$271k	2.3k	116.16
2025-03-31	$225k	2.2k	102.41
2024-12-31	$260k	2.4k	110.25

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Vanguard World Extended Dur (EDV)

Bondbloxx Etf Trust Bloomberg Twenty (XTWY)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Spdr Series Trust Portfolio S&p500 (SPLG)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Vanguard Index Fds Small Cp Etf (VB)

Microsoft Corporation (MSFT)

Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley

Envestnet Asset Management

Jpmorgan Chase & Co

LPL Financial

Bank of New York Mellon

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

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