iShares FTSE KLD 400 Social Idx shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 401 | 125.95 |
| 2025-06-30 | $47k | 401 | 116.16 |
| 2025-03-31 | $41k | 401 | 102.41 |
| 2024-12-31 | $44k | 401 | 110.25 |
| 2024-09-30 | $44k | 401 | 108.79 |
| 2024-06-30 | $27k | 258 | 103.85 |
| 2024-03-31 | $27k | 269 | 100.81 |
| 2023-12-31 | $27k | 295 | 91.05 |
| 2023-09-30 | $24k | 295 | 81.41 |
| 2023-06-30 | $25k | 295 | 84.17 |
| 2023-03-31 | $23k | 295 | 77.99 |
| 2022-12-31 | $20k | 274 | 71.79 |
| 2022-09-30 | $18k | 274 | 65.69 |
| 2022-06-30 | $20k | 274 | 72.99 |
| 2022-03-31 | $24k | 274 | 87.59 |
| 2021-12-31 | $25k | 274 | 91.24 |
| 2021-09-30 | $25k | 301 | 83.06 |
| 2021-06-30 | $25k | 301 | 83.06 |
| 2021-03-31 | $23k | 304 | 75.66 |
| 2020-12-31 | $22k | 304 | 72.37 |
| 2020-09-30 | $19k | 152 | 125.00 |
| 2020-06-30 | $18k | 152 | 118.42 |
| 2020-03-31 | $15k | 152 | 98.68 |
| 2019-12-31 | $20k | 169 | 118.34 |
| 2019-09-30 | $19k | 169 | 112.43 |
| 2019-06-30 | $16k | 150 | 106.67 |
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx