iShares FTSE KLD 400 Social Idx shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 21k | 108.79 |
| 2024-06-30 | $2.1M | 20k | 103.85 |
| 2024-03-31 | $2.0M | 20k | 100.81 |
| 2023-12-31 | $1.8M | 20k | 91.05 |
| 2023-09-30 | $1.7M | 21k | 81.41 |
| 2023-06-30 | $1.6M | 19k | 84.17 |
| 2023-03-31 | $1.5M | 19k | 77.99 |
| 2022-12-31 | $1.1M | 15k | 71.79 |
| 2022-09-30 | $1.1M | 15k | 73.95 |
| 2022-06-30 | $1.1M | 16k | 71.87 |
| 2022-03-31 | $1.3M | 15k | 86.59 |
| 2021-12-31 | $1.3M | 14k | 92.92 |
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