iShares FTSE KLD 400 Social Idx shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 3.3k | 125.95 |
| 2025-06-30 | $356k | 3.1k | 115.96 |
| 2025-03-31 | $220k | 2.1k | 103.59 |
| 2024-09-30 | $226k | 2.1k | 108.62 |
| 2022-09-30 | $10k | 145 | 68.97 |
| 2022-06-30 | $10k | 142 | 70.42 |
| 2022-03-31 | $10k | 115 | 86.96 |
| 2021-12-31 | $10k | 109 | 91.74 |
| 2021-09-30 | $4.0k | 47 | 85.11 |
| 2021-06-30 | $4.0k | 46 | 86.96 |
| 2021-03-31 | $4.0k | 46 | 86.96 |
| 2020-12-31 | $1.0k | 16 | 62.50 |
| 2020-09-30 | $1.0k | 8 | 125.00 |
| 2020-06-30 | $1.0k | 8 | 125.00 |
| 2020-03-31 | $44k | 415 | 106.02 |
| 2019-12-31 | $333k | 2.6k | 126.38 |
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