iShares FTSE KLD 400 Social Idx shares owned by Zevenbergen Capital Investments
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Zevenbergen Capital Investments
from 13F filings
Historical chart of Zevenbergen Capital Investments investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Zevenbergen Capital Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $375k | 4.1k | 91.05 |
| 2023-09-30 | $426k | 5.2k | 81.41 |
| 2023-06-30 | $591k | 7.0k | 84.17 |
| 2023-03-31 | $566k | 7.3k | 77.99 |
| 2022-12-31 | $361k | 5.0k | 71.79 |
| 2022-09-30 | $440k | 6.6k | 66.93 |
| 2022-06-30 | $552k | 7.7k | 71.84 |
| 2022-03-31 | $666k | 7.7k | 86.67 |
| 2021-12-31 | $714k | 7.7k | 92.92 |
| 2021-09-30 | $639k | 7.7k | 83.16 |
| 2021-06-30 | $620k | 7.5k | 82.84 |
| 2021-03-31 | $571k | 7.5k | 76.30 |
| 2020-12-31 | $535k | 7.5k | 71.49 |
| 2020-09-30 | $479k | 3.7k | 128.01 |
| 2020-06-30 | $552k | 4.7k | 118.00 |
| 2020-03-31 | $456k | 4.7k | 97.48 |
| 2019-12-31 | $634k | 5.3k | 120.12 |
| 2019-09-30 | $585k | 5.3k | 110.84 |
| 2019-06-30 | $577k | 5.3k | 109.32 |
| 2019-03-31 | $557k | 5.3k | 105.53 |
| 2018-12-31 | $275k | 3.0k | 92.97 |
| 2018-09-30 | $316k | 3.0k | 106.83 |
| 2018-06-30 | $299k | 3.0k | 101.08 |
| 2015-06-30 | $307k | 4.0k | 75.99 |
| 2015-03-31 | $312k | 4.0k | 77.23 |
| 2014-12-31 | $309k | 4.0k | 76.49 |
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