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iShares FTSE KLD 400 Social Idx shares owned by Appleton Group Wealth Management

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

Historical chart of Appleton Group Wealth Management investment in iShares FTSE KLD 400 Social Idx

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023250k300k350k400k450k2000300040005000
Value ($)Share countHistorical DSI position of Appleton Group Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Appleton Group Wealth Management 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 Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $286k 3.5k 81.41
2023-06-30 $296k 3.5k 84.17
2023-03-31 $283k 3.6k 77.99
2022-12-31 $303k 4.2k 71.79
2021-12-31 $421k 4.5k 92.92
2021-09-30 $435k 5.2k 83.25
2021-06-30 $409k 4.9k 82.84
2021-03-31 $399k 5.2k 76.42
2020-12-31 $289k 4.0k 71.50
2020-09-30 $220k 1.7k 127.91