iShares FTSE KLD 400 Social Idx shares owned by Ellevest
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Ellevest
from 13F filings
Historical chart of Ellevest investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Ellevest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 4.7k | 125.95 |
| 2025-06-30 | $548k | 4.7k | 116.16 |
| 2025-03-31 | $483k | 4.7k | 102.41 |
| 2024-12-31 | $520k | 4.7k | 110.25 |
| 2024-09-30 | $513k | 4.7k | 108.79 |
| 2024-06-30 | $489k | 4.7k | 103.85 |
| 2024-03-31 | $468k | 4.6k | 100.81 |
| 2023-12-31 | $422k | 4.6k | 91.05 |
| 2023-09-30 | $466k | 5.7k | 81.41 |
| 2023-06-30 | $482k | 5.7k | 84.17 |
| 2019-12-31 | $91k | 756 | 120.37 |
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