Argent Trust Co’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
$474K Sell
2025
Q2
$485K Buy
2025
Q1
$386K Hold
2024
Q4
$415K Sell
2024
Q3
$412K Hold
2024
Q2
$393K Sell
2024
Q1
$402K Hold
2023
Q4
$363K Sell
2023
Q3
$327K Hold
2023
Q2
$338K Buy