iShares FTSE KLD 400 Social Idx shares owned by Austin Private Wealth
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Austin Private Wealth
from 13F filings
Historical chart of Austin Private Wealth investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Austin Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 14k | 99.74 |
| 2023-12-31 | $1.2M | 13k | 91.05 |
| 2023-09-30 | $876k | 11k | 81.41 |
| 2023-06-30 | $946k | 11k | 84.17 |
| 2023-03-31 | $816k | 11k | 77.99 |
| 2022-12-31 | $976k | 14k | 71.79 |
| 2022-09-30 | $914k | 14k | 67.00 |
| 2022-06-30 | $965k | 13k | 71.88 |
| 2022-03-31 | $461k | 5.3k | 86.56 |
| 2021-06-30 | $276k | 3.3k | 82.71 |
| 2021-03-31 | $417k | 5.5k | 76.32 |
| 2020-12-31 | $856k | 12k | 71.51 |
| 2020-09-30 | $686k | 5.4k | 127.99 |
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