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iShares FTSE KLD 400 Social Idx shares owned by Financial Services Advisory

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory 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 Financial Services Advisory 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 Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 24k 91.05
2023-09-30 $1.5M 19k 81.41
2023-06-30 $2.3M 28k 84.17
2023-03-31 $1.5M 19k 77.99
2022-12-31 $2.3M 32k 71.79
2021-12-31 $2.2M 24k 92.90
2021-09-30 $1.7M 21k 83.23
2021-06-30 $1.5M 19k 82.85
2021-03-31 $1.2M 16k 76.38