iShares FTSE KLD 400 Social Idx shares owned by Francis Financial
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 106k | 108.79 |
| 2024-06-30 | $13M | 122k | 103.85 |
| 2024-03-31 | $13M | 133k | 100.81 |
| 2023-12-31 | $12M | 136k | 91.05 |
| 2023-09-30 | $11M | 136k | 81.41 |
| 2023-06-30 | $11M | 135k | 84.17 |
| 2023-03-31 | $9.8M | 126k | 77.99 |
| 2022-12-31 | $8.8M | 123k | 71.79 |
| 2022-09-30 | $8.0M | 120k | 66.97 |
| 2022-06-30 | $7.3M | 98k | 74.88 |
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