iShares FTSE KLD 400 Social Idx shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 17k | 91.05 |
| 2023-09-30 | $1.4M | 18k | 81.41 |
| 2023-06-30 | $1.5M | 18k | 84.17 |
| 2023-03-31 | $1.4M | 18k | 77.99 |
| 2022-12-31 | $1.2M | 16k | 71.80 |
| 2022-09-30 | $1.1M | 17k | 66.98 |
| 2022-06-30 | $1.2M | 17k | 71.92 |
| 2022-03-31 | $1.4M | 16k | 86.60 |
| 2021-12-31 | $1.6M | 17k | 92.93 |
| 2021-09-30 | $1.4M | 17k | 83.19 |
| 2021-06-30 | $1.4M | 16k | 82.85 |
| 2021-03-31 | $1.1M | 14k | 76.38 |
| 2020-12-31 | $943k | 13k | 71.50 |
| 2020-09-30 | $967k | 7.6k | 128.01 |
| 2020-06-30 | $989k | 8.4k | 118.05 |
| 2020-03-31 | $738k | 7.6k | 97.45 |
| 2019-12-31 | $337k | 2.8k | 120.01 |
| 2019-09-30 | $309k | 2.8k | 110.95 |
| 2019-06-30 | $305k | 2.8k | 109.52 |
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