Arete Wealth Advisors’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 | $384K | Buy |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $392M | Buy |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $208K | Buy |
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