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iShares FTSE KLD 400 Social Idx shares owned by Abacus Wealth Partners

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

Historical chart of Abacus Wealth Partners 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 Abacus Wealth Partners 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 Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $360k 4.6k 77.83
2022-12-31 $313k 4.4k 71.79
2022-09-30 $292k 4.4k 66.97
2022-06-30 $313k 4.4k 71.90
2022-03-31 $377k 4.4k 86.62
2021-12-31 $404k 4.3k 92.92
2021-09-30 $201k 2.4k 83.21
2021-06-30 $200k 2.4k 82.83