iShares FTSE KLD 400 Social Idx shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 26k | 125.95 |
| 2025-06-30 | $2.8M | 24k | 116.16 |
| 2025-03-31 | $2.6M | 25k | 102.41 |
| 2024-12-31 | $1.7M | 15k | 110.25 |
| 2024-09-30 | $847k | 7.8k | 108.79 |
| 2024-06-30 | $42k | 406 | 103.85 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-06-30 | $3.0M | 36k | 84.18 |
| 2021-12-31 | $2.0M | 21k | 92.90 |
Top funds holding iShares FTSE KLD 400 Social Idx
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