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iShares FTSE KLD 400 Social Idx shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in iShares FTSE KLD 400 Social Idx

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024200k400k600k800k2000400060008000
Value ($)Share countHistorical DSI position of EverSource Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares FTSE KLD 400 Social Idx held by EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $806k 7.4k 108.80
2024-06-30 $860k 8.2k 104.65
2024-03-31 $96k 1.0k 96.17
2023-12-31 $91k 1.0k 91.05
2023-09-30 $70k 855 81.41
2023-06-30 $73k 866 84.17
2023-03-31 $68k 866 77.99
2022-12-31 $82k 1.1k 71.79
2022-09-30 $283k 4.2k 67.05
2022-06-30 $324k 4.4k 74.07
2022-03-31 $285k 3.5k 81.40
2021-12-31 $151k 2.0k 76.92