iShares FTSE KLD 400 Social Idx shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors 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 One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 51k | 108.79 |
| 2024-06-30 | $5.8M | 58k | 100.37 |
| 2024-03-31 | $6.0M | 60k | 100.81 |
| 2023-09-30 | $4.4M | 54k | 81.41 |
| 2023-06-30 | $4.8M | 57k | 84.17 |
| 2023-03-31 | $4.4M | 56k | 77.99 |
| 2022-12-31 | $4.6M | 64k | 71.79 |
| 2022-09-30 | $4.2M | 63k | 66.97 |
| 2022-06-30 | $4.2M | 58k | 71.90 |
| 2022-03-31 | $1.1M | 12k | 86.65 |
| 2021-12-31 | $404k | 4.3k | 93.02 |
| 2021-09-30 | $327k | 3.9k | 83.27 |
| 2021-06-30 | $648k | 7.8k | 82.77 |
| 2021-03-31 | $716k | 9.4k | 76.33 |
| 2020-12-31 | $323k | 4.5k | 71.49 |
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx