iShares FTSE KLD 400 Social Idx shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 125.95 |
| 2025-06-30 | $1.8M | 16k | 116.16 |
| 2025-03-31 | $1.2M | 12k | 102.41 |
| 2024-12-31 | $550k | 5.0k | 110.26 |
| 2024-09-30 | $367k | 3.4k | 108.79 |
| 2024-03-31 | $329k | 3.4k | 97.61 |
| 2023-12-31 | $292k | 3.2k | 91.05 |
| 2023-09-30 | $261k | 3.2k | 81.41 |
| 2023-06-30 | $270k | 3.2k | 84.17 |
| 2023-03-31 | $250k | 3.2k | 77.99 |
| 2022-12-31 | $230k | 3.2k | 71.79 |
| 2022-09-30 | $221k | 3.3k | 66.91 |
| 2022-06-30 | $237k | 3.3k | 71.75 |
| 2022-03-31 | $286k | 3.3k | 86.59 |
| 2021-12-31 | $307k | 3.3k | 92.95 |
| 2021-09-30 | $275k | 3.3k | 83.26 |
| 2021-06-30 | $274k | 3.3k | 82.95 |
| 2021-03-31 | $250k | 3.3k | 76.45 |
| 2020-12-31 | $234k | 3.3k | 71.56 |
| 2020-09-30 | $209k | 1.6k | 127.83 |
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