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iShares FTSE KLD 400 Social Idx shares owned by Your Advocates

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

Historical chart of Your Advocates 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 Your Advocates 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 Your Advocates

Quarter filed Position value Share count Share price at filing
2025-12-31 $129 1 129.00

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Dimensional Etf Trust (DCOR)
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Exxon Mobil Corporation (XOM)
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View all positions for Your Advocates

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