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iShares FTSE KLD 400 Social Idx shares owned by Eley Financial Management

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Eley Financial Management from 13F filings

Historical chart of Eley Financial Management 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 Eley Financial Management 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 Eley Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 21k 108.79
2024-06-30 $2.0M 19k 103.85
2024-03-31 $1.9M 19k 100.81
2023-12-31 $2.2M 24k 91.05
2023-09-30 $1.6M 20k 81.52
2023-06-30 $1.6M 20k 84.17
2023-03-31 $1.5M 20k 77.99
2022-12-31 $1.3M 19k 71.79