iShares FTSE KLD 400 Social Idx shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 19k | 100.81 |
| 2023-12-31 | $1.7M | 19k | 91.05 |
| 2023-09-30 | $2.5M | 31k | 81.41 |
| 2022-06-30 | $2.6M | 36k | 74.18 |
| 2022-03-31 | $2.8M | 32k | 87.62 |
| 2021-12-31 | $2.4M | 27k | 86.59 |
| 2021-09-30 | $1.1M | 12k | 89.65 |
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