Vise Technologies »

iShares FTSE KLD 400 Social Idx shares owned by Vise Technologies

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

Historical chart of Vise Technologies 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 Vise Technologies 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 Vise Technologies

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.5M 25k 142.39
2026-03-31 $308k 2.4k 128.83
2025-12-31 $308k 2.4k 128.83

More positions owned by Vise Technologies

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Ishares Tr 0-3 Mth Treasury (SGOV)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Vise Technologies

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx