Arlington Financial 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
Q3 | $2.53M | Sell |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.75M | Sell |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $3.45M | Buy |
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|
2021
Q2 | $3.17M | Sell |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $2.42M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $313K | Buy |
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