Vericrest Private Wealth »

iShares FTSE KLD 400 Social Idx shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth 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 Vericrest Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 2.0k 128.83

More positions owned by Vericrest Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Vericrest Private Wealth

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company
Global Retirement Partners

View all funds holding iShares FTSE KLD 400 Social Idx