iShares FTSE KLD 400 Social Idx shares owned by Sage Financial
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 17k | 91.05 |
| 2023-09-30 | $1.3M | 16k | 81.41 |
| 2023-06-30 | $1.4M | 17k | 84.17 |
| 2023-03-31 | $1.3M | 17k | 77.99 |
| 2022-12-31 | $1.4M | 19k | 71.79 |
| 2022-09-30 | $1.2M | 18k | 67.00 |
| 2022-06-30 | $1.2M | 17k | 71.91 |
| 2022-03-31 | $1.8M | 21k | 86.62 |
| 2021-12-31 | $1.9M | 21k | 92.91 |
| 2021-09-30 | $1.7M | 20k | 83.22 |
| 2021-06-30 | $1.7M | 21k | 82.81 |
| 2021-03-31 | $1.6M | 21k | 76.35 |
| 2020-12-31 | $1.5M | 21k | 71.54 |
Top funds holding iShares FTSE KLD 400 Social Idx
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