iShares FTSE KLD 400 Social Idx shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 18k | 91.05 |
| 2023-09-30 | $1.5M | 18k | 81.41 |
| 2023-06-30 | $1.5M | 18k | 84.17 |
| 2023-03-31 | $1.5M | 19k | 77.99 |
| 2022-12-31 | $1.3M | 18k | 71.79 |
| 2022-09-30 | $1.5M | 22k | 66.98 |
| 2022-06-30 | $2.2M | 30k | 71.91 |
| 2022-03-31 | $3.0M | 34k | 86.62 |
| 2021-12-31 | $3.7M | 40k | 92.93 |
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