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iShares FTSE KLD 400 Social Idx shares owned by Mine & Arao Wealth Creation & Management

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Mine & Arao Wealth Creation & Management from 13F filings

Historical chart of Mine & Arao Wealth Creation & Management 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 Mine & Arao Wealth Creation & Management 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 Mine & Arao Wealth Creation & Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $75k 824 91.06
2023-09-30 $67k 818 81.42
2023-06-30 $69k 818 84.18
2023-03-31 $64k 816 78.01
2022-12-31 $58k 813 71.83
2022-09-30 $73k 1.1k 66.55
2022-06-30 $79k 1.1k 72.01
2022-03-31 $95k 1.1k 86.84
2021-12-31 $104k 1.1k 92.53
2021-09-30 $93k 1.1k 83.11
2021-06-30 $93k 1.1k 83.11
2021-03-31 $85k 1.1k 76.03
2020-12-31 $80k 1.1k 71.56
2020-09-30 $91k 709 128.35
2020-06-30 $89k 758 117.41
2020-03-31 $81k 832 97.36
2019-12-31 $112k 932 120.17