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iShares FTSE KLD 400 Social Idx shares owned by Birch Hill Investment Advisors

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

Historical chart of Birch Hill Investment Advisors 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 Birch Hill Investment Advisors 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 Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $287k 3.1k 91.05
2023-09-30 $253k 3.1k 81.41