Baird Financial Group’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 | $1.21M | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $871K | Sell |
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|
2023
Q2 | $910K | Sell |
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|
2023
Q1 | $883K | Buy |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $825K | Sell |
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|
2022
Q2 | $886K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $969K | Buy |
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|
2020
Q4 | $765K | Buy |
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|
2020
Q3 | $657K | Sell |
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|
2020
Q2 | $630K | Hold |
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|
2020
Q1 | $519K | Buy |
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|
2019
Q4 | $583K | Sell |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $564K | Sell |
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|
2019
Q1 | $616K | Sell |
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|
2018
Q4 | $708K | Buy |
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|
2018
Q3 | $762K | Buy |
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|
2018
Q2 | $711K | Sell |
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|
2018
Q1 | $712K | Buy |
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|
2017
Q4 | $421K | Buy |
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|
2017
Q3 | $208K | Buy |
|