iShares FTSE KLD 400 Social Idx shares owned by TCWP
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by TCWP
from 13F filings
Historical chart of TCWP 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 TCWP consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by TCWP
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 13k | 91.05 |
| 2023-09-30 | $915k | 11k | 81.41 |
| 2023-06-30 | $972k | 12k | 84.17 |
| 2023-03-31 | $816k | 11k | 77.99 |
| 2022-12-31 | $955k | 13k | 71.79 |
| 2022-09-30 | $699k | 10k | 66.94 |
| 2022-06-30 | $841k | 12k | 71.86 |
| 2022-03-31 | $661k | 7.6k | 86.51 |
| 2021-12-31 | $408k | 4.4k | 92.75 |
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx