iShares FTSE KLD 400 Social Idx shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 67k | 108.79 |
| 2024-06-30 | $7.2M | 69k | 103.85 |
| 2024-03-31 | $7.0M | 69k | 100.81 |
| 2023-09-30 | $5.6M | 69k | 81.41 |
| 2022-12-31 | $331k | 4.4k | 75.14 |
| 2022-09-30 | $280k | 4.0k | 69.98 |
| 2022-06-30 | $298k | 4.0k | 74.48 |
| 2022-03-31 | $203k | 2.4k | 84.34 |
| 2019-12-31 | $249k | 2.0k | 123.27 |
| 2019-09-30 | $226k | 2.0k | 111.88 |
| 2019-06-30 | $225k | 2.0k | 111.39 |
| 2019-03-31 | $218k | 2.0k | 107.92 |
| 2018-09-30 | $212k | 2.1k | 99.62 |
| 2017-12-31 | $391k | 3.7k | 104.52 |
| 2017-09-30 | $355k | 3.7k | 94.89 |
| 2017-06-30 | $342k | 3.7k | 91.42 |
| 2017-03-31 | $330k | 3.7k | 88.16 |
| 2016-12-31 | $317k | 3.8k | 83.75 |
| 2016-09-30 | $338k | 4.2k | 80.09 |
| 2016-06-30 | $336k | 4.2k | 80.85 |
| 2016-03-31 | $282k | 3.6k | 77.75 |
| 2015-12-31 | $261k | 3.7k | 71.27 |
| 2015-03-31 | $214k | 2.8k | 77.12 |
| 2014-12-31 | $590k | 7.7k | 76.68 |
| 2013-09-30 | $688k | 11k | 62.89 |
| 2013-06-30 | $330k | 5.5k | 60.25 |
| 2012-12-31 | $236k | 4.6k | 51.83 |
| 2012-09-30 | $256k | 4.9k | 52.17 |
| 2012-06-30 | $235k | 4.8k | 49.39 |
| 2012-03-31 | $292k | 5.6k | 51.83 |
| 2011-12-31 | $243k | 5.2k | 46.72 |
| 2011-06-30 | $263k | 5.4k | 48.92 |
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