iShares FTSE KLD 400 Social Idx shares owned by Affinia Financial Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Affinia Financial Group
from 13F filings
Historical chart of Affinia Financial Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Affinia Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.6M | 18k | 85.63 |
| 2023-03-31 | $1.5M | 19k | 77.61 |
| 2022-12-31 | $1.3M | 18k | 73.42 |
| 2022-09-30 | $953k | 14k | 66.36 |
| 2022-06-30 | $1.1M | 15k | 74.20 |
| 2022-03-31 | $1.1M | 13k | 84.45 |
| 2021-12-31 | $1.0M | 12k | 88.10 |
| 2021-09-30 | $827k | 9.4k | 88.28 |
| 2021-06-30 | $956k | 11k | 84.90 |
| 2021-03-31 | $728k | 9.0k | 80.52 |
| 2020-12-31 | $541k | 7.6k | 71.49 |
| 2020-09-30 | $449k | 3.5k | 127.92 |
| 2020-06-30 | $305k | 2.6k | 118.17 |
| 2020-03-31 | $271k | 2.8k | 97.52 |
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