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iShares FTSE KLD 400 Social Idx shares owned by Wrapmanager

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

Historical chart of Wrapmanager 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 Wrapmanager 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 Wrapmanager

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 2.0k 125.95
2025-06-30 $236k 2.0k 116.16
2025-03-31 $291k 2.8k 102.41

More positions owned by Wrapmanager

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Vaneck Etf Trust Fallen Angel Hg (ANGL)

View all positions for Wrapmanager

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
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