Acropolis Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $931K | Hold |
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|
2025
Q2 | $931K | Sell |
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|
2025
Q1 | $833K | Hold |
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|
2024
Q4 | $897K | Sell |
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|
2024
Q3 | $891K | Sell |
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|
2024
Q2 | $875K | Hold |
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|
2024
Q1 | $849K | Sell |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $647K | Hold |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $507K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $656K | Hold |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $650K | Hold |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $601K | Sell |
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|
2020
Q4 | $587K | Sell |
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|
2020
Q3 | $643K | Buy |
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|
2020
Q2 | $509K | Hold |
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|
2020
Q1 | $420K | Hold |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $456K | Hold |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | $173K | Hold |
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|
2018
Q1 | $168K | Sell |
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|
2017
Q4 | $178K | Sell |
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|
2017
Q3 | $178K | Buy |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $146K | Sell |
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|
2016
Q4 | $147K | Hold |
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|
2016
Q3 | $143K | Sell |
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|
2016
Q2 | $142K | Buy |
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