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iShares FTSE KLD 400 Social Idx shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners 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 Emerald Investment Partners 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 Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $697k 6.4k 108.79
2024-06-30 $675k 6.5k 103.85
2024-03-31 $698k 6.9k 100.81
2023-12-31 $635k 7.0k 91.05
2023-09-30 $595k 7.3k 81.73
2023-06-30 $635k 7.5k 84.17
2023-03-31 $565k 7.2k 77.99
2022-12-31 $524k 7.3k 71.79
2022-09-30 $497k 7.4k 67.00
2022-06-30 $533k 7.4k 71.85
2022-03-31 $626k 7.2k 86.62
2021-12-31 $1.2M 12k 92.89
2021-06-30 $23k 279 82.44
2021-03-31 $39k 513 76.02
2020-09-30 $29k 226 128.32
2020-06-30 $27k 226 119.47
2020-03-31 $12k 120 100.00