iShares FTSE KLD 400 Social Idx shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $80k | 790 | 100.87 |
| 2023-12-31 | $72k | 789 | 90.99 |
| 2023-09-30 | $64k | 783 | 81.38 |
| 2023-06-30 | $66k | 783 | 84.14 |
| 2023-03-31 | $61k | 781 | 77.98 |
| 2022-12-31 | $42k | 578 | 71.82 |
| 2022-09-30 | $31k | 460 | 66.96 |
| 2022-06-30 | $33k | 458 | 71.88 |
| 2022-03-31 | $29k | 329 | 86.55 |
| 2021-12-31 | $31k | 328 | 92.90 |
| 2021-09-30 | $27k | 327 | 83.19 |
| 2021-06-30 | $27k | 326 | 82.82 |
| 2021-03-31 | $325k | 25k | 13.09 |
| 2020-12-31 | $19k | 268 | 71.62 |
| 2020-09-30 | $17k | 134 | 127.71 |
| 2020-06-30 | $16k | 133 | 118.26 |
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