iShares FTSE KLD 400 Social Idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 16k | 91.05 |
| 2023-09-30 | $1.3M | 16k | 81.41 |
| 2023-06-30 | $1.8M | 9.4k | 191.87 |
| 2023-03-31 | $889k | 16k | 54.82 |
| 2022-12-31 | $311k | 4.3k | 71.79 |
| 2022-06-30 | $312k | 4.3k | 71.99 |
| 2022-03-31 | $375k | 4.3k | 86.53 |
| 2021-12-31 | $435k | 4.7k | 93.01 |
| 2021-09-30 | $389k | 4.7k | 83.19 |
| 2021-06-30 | $359k | 4.3k | 82.83 |
| 2021-03-31 | $331k | 4.3k | 76.37 |
| 2020-12-31 | $315k | 4.4k | 71.59 |
| 2020-09-30 | $229k | 1.8k | 127.79 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2019-12-31 | $215k | 1.8k | 119.98 |
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