iShares FTSE KLD 400 Social Idx shares owned by Horst & Graben Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Horst & Graben Wealth Management
from 13F filings
Historical chart of Horst & Graben Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Horst & Graben Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 30k | 125.95 |
| 2025-06-30 | $3.5M | 30k | 116.16 |
| 2025-03-31 | $3.2M | 31k | 102.41 |
| 2024-12-31 | $3.7M | 33k | 110.25 |
| 2024-09-30 | $3.6M | 33k | 108.79 |
| 2024-06-30 | $3.7M | 36k | 103.85 |
| 2024-03-31 | $3.6M | 36k | 100.81 |
| 2023-12-31 | $3.0M | 33k | 91.05 |
| 2023-09-30 | $2.5M | 31k | 81.41 |
| 2023-06-30 | $2.8M | 33k | 84.18 |
| 2023-03-31 | $2.6M | 33k | 77.99 |
| 2022-12-31 | $2.5M | 35k | 71.78 |
| 2022-09-30 | $2.3M | 34k | 66.96 |
| 2022-06-30 | $2.3M | 33k | 71.89 |
| 2022-03-31 | $650k | 7.5k | 86.64 |
| 2021-06-30 | $654k | 7.9k | 82.86 |
| 2021-03-31 | $927k | 12k | 76.38 |
| 2020-12-31 | $1.0M | 15k | 71.56 |
| 2020-09-30 | $851k | 6.7k | 127.87 |
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