iShares FTSE KLD 400 Social Idx shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $730k | 5.8k | 125.95 |
| 2025-03-31 | $557k | 5.4k | 102.41 |
| 2024-12-31 | $600k | 5.4k | 110.25 |
| 2024-09-30 | $592k | 5.4k | 108.79 |
| 2024-06-30 | $565k | 5.4k | 103.85 |
| 2024-03-31 | $549k | 5.4k | 100.81 |
| 2016-12-31 | $96k | 1.2k | 82.26 |
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