iShares FTSE KLD 400 Social Idx shares owned by GW & Wade
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by GW & Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 21k | 91.06 |
| 2023-09-30 | $1.6M | 20k | 81.39 |
| 2023-06-30 | $1.5M | 18k | 84.17 |
| 2023-03-31 | $1.4M | 18k | 78.00 |
| 2022-12-31 | $1.4M | 20k | 71.80 |
| 2022-09-30 | $1.2M | 18k | 66.98 |
| 2022-06-30 | $1.2M | 16k | 71.89 |
| 2022-03-31 | $1.3M | 15k | 86.63 |
| 2021-12-31 | $1.3M | 14k | 92.90 |
| 2021-09-30 | $1.0M | 12k | 83.19 |
| 2021-06-30 | $654k | 7.9k | 82.84 |
| 2021-03-31 | $325k | 4.3k | 76.34 |
| 2020-12-31 | $270k | 3.8k | 71.64 |
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