AE Wealth 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
Q2 | $281K | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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