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iShares FTSE KLD 400 Social Idx shares owned by Clean Yield Group

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Clean Yield Group from 13F filings

Historical chart of Clean Yield Group investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Clean Yield Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Clean Yield Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 8.0k 142.39
2025-09-30 $0 0 0.00
2025-06-30 $0 0 0.00
2025-03-31 $36k 355 102.43
2023-06-30 $4.2k 50 84.18
2023-03-31 $7.8k 100 77.99
2020-09-30 $22k 170 129.41
2020-06-30 $219k 1.9k 118.25