iShares FTSE KLD 400 Social Idx shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $938k | 13k | 72.64 |
| 2022-12-31 | $935k | 13k | 71.79 |
| 2022-09-30 | $870k | 13k | 66.91 |
| 2022-06-30 | $935k | 13k | 71.91 |
| 2022-03-31 | $1.6M | 18k | 86.62 |
| 2021-12-31 | $1.7M | 18k | 92.93 |
| 2021-09-30 | $1.5M | 18k | 83.17 |
| 2021-06-30 | $1.5M | 18k | 82.84 |
| 2021-03-31 | $1.4M | 18k | 76.35 |
| 2020-12-31 | $1.3M | 18k | 71.55 |
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