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iShares FTSE KLD 400 Social Idx shares owned by McClarren Financial Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by McClarren Financial Advisors from 13F filings

Historical chart of McClarren Financial Advisors 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 McClarren Financial Advisors 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 McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 31k 91.06
2023-09-30 $2.5M 31k 81.36
2023-06-30 $2.6M 31k 84.17
2023-03-31 $2.4M 31k 77.91
2022-12-31 $2.2M 31k 71.78
2022-09-30 $2.1M 31k 66.95
2022-06-30 $2.1M 29k 71.86
2022-03-31 $2.7M 31k 86.57
2021-12-31 $2.8M 31k 92.95
2021-09-30 $2.5M 31k 83.20
2021-06-30 $2.3M 30k 77.84
2021-03-31 $2.3M 30k 76.36
2020-12-31 $2.1M 30k 71.52