iShares FTSE KLD 400 Social Idx shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $342k | 4.1k | 84.16 |
| 2023-03-31 | $321k | 4.1k | 77.98 |
| 2022-12-31 | $274k | 3.8k | 71.78 |
| 2022-09-30 | $255k | 3.8k | 66.88 |
| 2022-06-30 | $274k | 3.8k | 71.86 |
| 2022-03-31 | $330k | 3.8k | 86.55 |
| 2021-12-31 | $354k | 3.8k | 92.84 |
| 2021-09-30 | $317k | 3.8k | 83.14 |
| 2021-06-30 | $316k | 3.8k | 82.87 |
| 2021-03-31 | $291k | 3.8k | 76.32 |
| 2020-12-31 | $273k | 3.8k | 71.60 |
| 2020-09-30 | $244k | 1.9k | 127.95 |
| 2020-06-30 | $225k | 1.9k | 118.05 |
| 2020-03-31 | $241k | 2.5k | 97.30 |
| 2019-12-31 | $298k | 2.5k | 120.31 |
| 2019-09-30 | $211k | 1.9k | 110.76 |
| 2019-06-30 | $208k | 1.9k | 109.19 |
| 2019-03-31 | $201k | 1.9k | 105.51 |
| 2018-12-31 | $177k | 1.9k | 92.91 |
| 2018-09-30 | $203k | 1.9k | 106.56 |
| 2018-06-30 | $192k | 1.9k | 100.79 |
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