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
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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
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