iShares FTSE KLD 400 Social Idx shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $397k | 3.7k | 108.79 |
| 2024-06-30 | $467k | 4.5k | 103.84 |
| 2024-03-31 | $453k | 4.5k | 100.81 |
| 2023-12-31 | $331k | 3.6k | 91.05 |
| 2023-09-30 | $294k | 3.6k | 81.42 |
| 2023-06-30 | $304k | 3.6k | 84.18 |
| 2023-03-31 | $281k | 3.6k | 77.98 |
| 2022-12-31 | $258k | 3.6k | 71.79 |
| 2022-09-30 | $240k | 3.6k | 66.87 |
| 2022-06-30 | $243k | 3.4k | 72.00 |
| 2022-03-31 | $274k | 3.2k | 86.65 |
| 2021-12-31 | $293k | 3.2k | 92.87 |
| 2021-09-30 | $235k | 2.8k | 83.19 |
| 2021-06-30 | $217k | 2.6k | 82.98 |
| 2021-03-31 | $231k | 3.0k | 76.39 |
| 2020-12-31 | $216k | 3.0k | 71.62 |
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