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iShares FTSE KLD 400 Social Idx shares owned by Whi Trust

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

Historical chart of Whi Trust 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 Whi Trust 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 Whi Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 12k 121.19

More positions owned by Whi Trust

Ishares Core Us Aggregate Bond Fund Etf (AGG)
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Tr Barclays 7 10 Yr Etf (IEF)
Ishares Russell 3000 Index Fund Etf (IWV)
Ishares Trust 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Msci Acwi Etf (ACWI)
Ishares Msci Kld 400 Social Index Fund Etf Etf (DSI)
iShares MSCI USA ESG Select ETF Etf (SUSA)
Microsoft Corporation (MSFT)
Travelers Companies (TRV)
Apple (AAPL)
Kalaris Therapeutics (KLRS)
Ishares Msci Eafe Index Etf (EFA)
Shake Shack Inc cl a (SHAK)

View all positions for Whi Trust

Top funds holding iShares FTSE KLD 400 Social Idx

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

View all funds holding iShares FTSE KLD 400 Social Idx