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iShares FTSE KLD 400 Social Idx shares owned by Harfst & Associates

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Harfst & Associates from 13F filings

Historical chart of Harfst & Associates 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 Harfst & Associates 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 Harfst & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $845k 7.8k 108.79
2024-06-30 $831k 8.0k 103.85
2024-03-31 $847k 8.4k 100.81
2023-12-31 $756k 8.3k 91.05
2023-09-30 $675k 8.3k 81.41
2023-06-30 $698k 8.3k 84.17
2023-03-31 $647k 8.3k 77.99
2022-12-31 $651k 9.1k 71.79
2022-09-30 $606k 9.1k 66.96
2022-06-30 $650k 9.0k 71.89
2022-03-31 $782k 9.0k 86.51
2021-12-31 $841k 9.1k 92.88
2021-09-30 $752k 9.0k 83.10
2021-06-30 $784k 9.5k 82.76
2021-03-31 $723k 9.5k 76.33
2020-12-31 $681k 9.5k 71.52
2020-09-30 $608k 4.8k 127.87
2020-06-30 $558k 4.7k 117.92
2020-03-31 $459k 4.7k 97.23
2019-12-31 $561k 4.7k 120.10
2019-09-30 $612k 5.5k 110.85
2019-06-30 $603k 5.5k 109.22
2019-03-31 $588k 5.6k 105.36
2018-12-31 $519k 5.6k 92.99
2017-06-30 $159k 1.8k 89.28
2017-03-31 $154k 1.8k 86.47
2015-12-31 $128k 1.7k 75.29
2015-09-30 $121k 1.7k 71.18
2015-06-30 $129k 1.7k 75.88