iShares FTSE KLD 400 Social Idx shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $579k | 7.1k | 81.41 |
| 2023-06-30 | $589k | 7.0k | 84.17 |
| 2023-03-31 | $529k | 6.8k | 77.99 |
| 2022-12-31 | $523k | 7.0k | 74.40 |
| 2022-09-30 | $465k | 7.0k | 66.91 |
| 2022-06-30 | $1.4M | 19k | 71.91 |
| 2022-03-31 | $553k | 6.5k | 85.54 |
| 2021-12-31 | $634k | 6.8k | 92.87 |
| 2021-09-30 | $536k | 6.3k | 85.64 |
| 2021-06-30 | $567k | 6.8k | 83.22 |
| 2021-03-31 | $467k | 5.9k | 79.15 |
| 2020-12-31 | $361k | 4.9k | 73.08 |
| 2020-09-30 | $283k | 2.2k | 129.58 |
| 2020-06-30 | $212k | 1.8k | 119.03 |
| 2018-09-30 | $89k | 833 | 106.84 |
| 2018-06-30 | $9.0k | 91 | 98.90 |
| 2018-03-31 | $9.0k | 91 | 98.90 |
| 2014-03-31 | $154k | 2.2k | 70.32 |
| 2013-12-31 | $166k | 2.4k | 69.17 |
| 2013-09-30 | $179k | 2.8k | 62.97 |
| 2013-06-30 | $168k | 2.8k | 60.35 |
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