iShares FTSE KLD 400 Social Idx shares owned by Betterment
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 440k | 108.79 |
| 2024-06-30 | $46M | 447k | 103.85 |
| 2024-03-31 | $49M | 490k | 100.81 |
| 2023-12-31 | $47M | 514k | 91.05 |
| 2023-09-30 | $43M | 533k | 81.41 |
| 2023-06-30 | $46M | 540k | 84.17 |
| 2023-03-31 | $45M | 573k | 77.99 |
| 2022-12-31 | $43M | 602k | 71.79 |
| 2022-09-30 | $46M | 642k | 71.90 |
| 2022-06-30 | $46M | 642k | 71.90 |
| 2022-03-31 | $54M | 628k | 86.62 |
| 2021-12-31 | $65M | 702k | 92.92 |
| 2021-09-30 | $64M | 764k | 83.21 |
| 2021-06-30 | $71M | 852k | 82.83 |
| 2021-03-31 | $71M | 933k | 76.36 |
| 2020-12-31 | $78M | 1.1M | 71.54 |
| 2020-09-30 | $89M | 695k | 127.95 |
| 2020-06-30 | $76M | 642k | 118.02 |
| 2020-03-31 | $55M | 564k | 97.39 |
| 2019-12-31 | $79M | 660k | 120.13 |
| 2019-09-30 | $60M | 544k | 109.36 |
| 2019-06-30 | $60M | 544k | 109.36 |
| 2019-03-31 | $53M | 498k | 105.48 |
| 2018-12-31 | $40M | 429k | 93.00 |
| 2018-09-30 | $46M | 426k | 106.79 |
| 2018-06-30 | $38M | 377k | 100.94 |
| 2018-03-31 | $33M | 331k | 98.25 |
| 2017-12-31 | $24M | 246k | 98.24 |
| 2017-09-30 | $15M | 165k | 92.85 |
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