Bahl & Gaynor’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 | $232K | Sell |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $237K | Sell |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $428K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $368K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $424K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $405K | Sell |
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|
2018
Q1 | $402K | Hold |
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|
2017
Q4 | $404K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.94M | Buy |
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|
2017
Q1 | $2.66M | Sell |
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|
2016
Q4 | $2.55M | Buy |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $2.74M | Buy |
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|
2016
Q1 | $2.35M | Buy |
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|
2015
Q4 | $1.8M | Sell |
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|
2015
Q3 | $6.87M | Sell |
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|
2015
Q2 | $8.5M | Buy |
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|
2015
Q1 | $8.21M | Sell |
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|
2014
Q4 | $8.38M | Sell |
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|
2014
Q3 | $8.06M | Sell |
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|
2014
Q2 | $8.33M | Sell |
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|
2014
Q1 | $8.3M | Sell |
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|
2013
Q4 | $8.43M | Buy |
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