iShares FTSE KLD 400 Social Idx shares owned by Somerset
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Somerset
from 13F filings
Historical chart of Somerset investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Somerset
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 2.5k | 125.96 |
| 2025-06-30 | $293k | 2.5k | 116.17 |
| 2025-03-31 | $264k | 2.6k | 102.42 |
| 2024-12-31 | $261k | 2.4k | 110.26 |
| 2024-09-30 | $269k | 2.5k | 108.80 |
| 2024-06-30 | $257k | 2.5k | 103.86 |
| 2024-03-31 | $206k | 2.0k | 100.82 |
Top funds holding iShares FTSE KLD 400 Social Idx
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