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iShares FTSE KLD 400 Social Idx shares owned by Rede Wealth

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Rede Wealth from 13F filings

Historical chart of Rede Wealth 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 Rede Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Rede Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $766k 7.0k 108.79
2024-06-30 $798k 7.7k 103.85
2024-03-31 $775k 7.7k 100.81
2023-12-31 $701k 7.7k 91.05
2023-09-30 $656k 8.1k 81.41
2023-06-30 $670k 8.0k 84.17
2023-03-31 $642k 8.2k 77.99
2022-12-31 $565k 7.9k 71.79
2022-09-30 $540k 8.1k 67.03
2022-06-30 $556k 7.7k 71.95
2022-03-31 $689k 8.0k 86.67
2021-12-31 $672k 7.2k 92.93
2021-09-30 $601k 7.2k 83.25
2021-06-30 $561k 6.8k 82.84
2021-03-31 $524k 6.9k 76.31
2020-12-31 $440k 6.2k 71.54