iShares FTSE KLD 400 Social Idx shares owned by National Philanthropic Trust
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by National Philanthropic Trust
from 13F filings
Historical chart of National Philanthropic Trust investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by National Philanthropic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $20M | 164k | 121.19 |
| 2025-12-31 | $12M | 96k | 128.83 |
| 2025-09-30 | $9.6M | 77k | 125.95 |
| 2025-06-30 | $20M | 172k | 116.16 |
| 2025-03-31 | $17M | 163k | 102.41 |
| 2024-12-31 | $23M | 213k | 110.25 |
| 2024-09-30 | $25M | 233k | 108.79 |
| 2024-06-30 | $28M | 267k | 103.85 |
| 2024-03-31 | $26M | 261k | 100.81 |
| 2023-12-31 | $16M | 177k | 91.05 |
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