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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $944K | Sell |
7,793
-140
| -2% | -$17.9K | 0.04% | 126 |
|
|
2025
Q4 | $1.02M | Sell |
7,933
-85
| -1% | -$10.9K | 0.05% | 118 |
|
|
2025
Q3 | $931K | Hold |
8,018
| – | – | 0.05% | 120 |
|
|
2025
Q2 | $931K | Sell |
8,018
-115
| -1% | -$12.2K | 0.05% | 104 |
|
|
2025
Q1 | $833K | Hold |
8,133
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $897K | Sell |
8,133
-53
| -0.6% | -$5.92K | 0.05% | 106 |
|
|
2024
Q3 | $891K | Sell |
8,186
-235
| -3% | -$24.6K | 0.05% | 103 |
|
|
2024
Q2 | $875K | Hold |
8,421
| – | – | 0.06% | 106 |
|
|
2024
Q1 | $849K | Sell |
8,421
-650
| -7% | -$62.2K | 0.06% | 106 |
|
|
2023
Q4 | $826K | Buy |
9,071
+1,125
| +14% | +$95.4K | 0.06% | 104 |
|
|
2023
Q3 | $647K | Hold |
7,946
| – | – | 0.05% | 118 |
|
|
2023
Q2 | $669K | Buy |
7,946
+650
| +9% | +$51.7K | 0.05% | 117 |
|
|
2023
Q1 | $569K | Sell |
7,296
-280
| -4% | -$21.2K | 0.05% | 128 |
|
|
2022
Q4 | $544K | Hold |
7,576
| – | – | 0.05% | 119 |
|
|
2022
Q3 | $507K | Hold |
7,576
| – | – | 0.05% | 119 |
|
|
2022
Q2 | $545K | Hold |
7,576
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $656K | Hold |
7,576
| – | – | 0.06% | 114 |
|
|
2021
Q4 | $704K | Sell |
7,576
-290
| -4% | -$26.1K | 0.06% | 107 |
|
|
2021
Q3 | $650K | Hold |
7,866
| – | – | 0.08% | 109 |
|
|
2021
Q2 | $652K | Hold |
7,866
| – | – | 0.06% | 107 |
|
|
2021
Q1 | $601K | Sell |
7,866
-338
| -4% | -$25K | 0.06% | 109 |
|
|
2020
Q4 | $587K | Sell |
8,204
-1,840
| -18% | -$125K | 0.06% | 100 |
|
|
2020
Q3 | $643K | Buy |
10,044
+1,420
| +16% | +$89.7K | 0.08% | 88 |
|
|
2020
Q2 | $509K | Hold |
8,624
| – | – | 0.07% | 96 |
|
|
2020
Q1 | $420K | Hold |
8,624
| – | – | 0.07% | 100 |
|
|
2019
Q4 | $518K | Sell |
8,624
-26
| -0.3% | -$1.49K | 0.07% | 102 |
|
|
2019
Q3 | $480K | Buy |
8,650
+310
| +4% | +$17.1K | 0.07% | 100 |
|
|
2019
Q2 | $456K | Hold |
8,340
| – | – | 0.07% | 93 |
|
|
2019
Q1 | $440K | Sell |
8,340
-200
| -2% | -$10.1K | 0.07% | 94 |
|
|
2018
Q4 | $397K | Buy |
8,540
+4,560
| +115% | +$226K | 0.07% | 92 |
|
|
2018
Q3 | $213K | Buy |
3,980
+550
| +16% | +$29K | 0.03% | 114 |
|
|
2018
Q2 | $173K | Hold |
3,430
| – | – | 0.03% | 121 |
|
|
2018
Q1 | $168K | Sell |
3,430
-200
| -6% | -$10.1K | 0.03% | 127 |
|
|
2017
Q4 | $178K | Sell |
3,630
-210
| -5% | -$10.1K | 0.03% | 125 |
|
|
2017
Q3 | $178K | Buy |
3,840
+480
| +14% | +$21.8K | 0.03% | 118 |
|
|
2017
Q2 | $150K | Hold |
3,360
| – | – | 0.03% | 131 |
|
|
2017
Q1 | $146K | Sell |
3,360
-200
| -6% | -$8.56K | 0.03% | 125 |
|
|
2016
Q4 | $147K | Hold |
3,560
| – | – | 0.03% | 126 |
|
|
2016
Q3 | $143K | Sell |
3,560
-120
| -3% | -$4.82K | 0.03% | 123 |
|
|
2016
Q2 | $142K | Buy |
+3,680
| New | +$142K | 0.03% | 122 |
|
Other funds holding DSI
IAS
