iShares FTSE KLD 400 Social Idx shares owned by CWM
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by CWM
from 13F filings
Historical chart of CWM investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.9M | 91k | 108.79 |
| 2024-06-30 | $13M | 127k | 103.85 |
| 2024-03-31 | $16M | 155k | 100.81 |
| 2023-12-31 | $16M | 171k | 91.05 |
| 2023-09-30 | $6.4M | 78k | 81.41 |
| 2023-06-30 | $6.5M | 77k | 84.17 |
| 2023-03-31 | $6.2M | 80k | 77.99 |
| 2022-12-31 | $10M | 143k | 71.79 |
| 2022-09-30 | $11M | 165k | 66.97 |
| 2022-06-30 | $12M | 166k | 71.90 |
| 2022-03-31 | $17M | 192k | 86.62 |
| 2021-12-31 | $5.6M | 60k | 92.92 |
| 2021-06-30 | $29M | 352k | 82.83 |
| 2021-03-31 | $29M | 352k | 82.83 |
| 2020-12-31 | $29M | 352k | 82.83 |
| 2020-09-30 | $10M | 79k | 127.95 |
| 2020-06-30 | $7.3M | 62k | 118.02 |
| 2020-03-31 | $29M | 352k | 82.83 |
| 2019-12-31 | $29M | 352k | 82.83 |
| 2019-09-30 | $29M | 352k | 82.83 |
| 2019-06-30 | $29M | 352k | 82.83 |
| 2019-03-31 | $29M | 352k | 82.83 |
| 2017-09-30 | $146k | 1.6k | 92.70 |
| 2017-06-30 | $141k | 1.6k | 89.52 |
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