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iShares FTSE KLD 400 Social Idx shares owned by Verus Capital Partners

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

Historical chart of Verus Capital Partners 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 Verus Capital Partners 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 Verus Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $345k 3.8k 91.05
2023-09-30 $280k 3.4k 81.41
2023-06-30 $287k 3.4k 84.17
2023-03-31 $229k 2.9k 77.99

More positions owned by Verus Capital Partners

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Verus Capital Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx