Bank of Montreal’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 | $7.68M | Buy |
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|
2025
Q2 | $6.86M | Buy |
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|
2025
Q1 | $6.04M | Sell |
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|
2024
Q4 | $6.61M | Sell |
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|
2024
Q3 | $6.53M | Buy |
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|
2024
Q2 | $6.11M | Sell |
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|
2024
Q1 | $5.98M | Sell |
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|
2023
Q4 | $5.45M | Buy |
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|
2023
Q3 | $5.14M | Buy |
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|
2023
Q2 | $4.73M | Buy |
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|
2023
Q1 | $4.07M | Buy |
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|
2022
Q4 | $3.75M | Buy |
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|
2022
Q3 | $3.43K | Buy |
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|
2022
Q2 | $3.25K | Sell |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $4.3M | Sell |
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|
2021
Q3 | $4.09M | Buy |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $824K | Buy |
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|
2020
Q3 | $694K | Sell |
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|
2020
Q2 | $667K | Buy |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $894K | Buy |
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|
2019
Q2 | $874K | Sell |
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|
2019
Q1 | $846K | Sell |
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|
2018
Q4 | $831K | Sell |
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|
2018
Q3 | $955K | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $990K | Buy |
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|
2017
Q4 | $927K | Buy |
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|
2017
Q3 | $437K | Sell |
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|
2017
Q2 | $422K | Hold |
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|
2017
Q1 | $410K | Buy |
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|
2016
Q4 | $272K | Sell |
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|
2016
Q3 | $270K | Buy |
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $219K | Hold |
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|
2015
Q4 | $217K | Buy |
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|
2015
Q3 | $104K | Hold |
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|
2015
Q2 | $111K | Hold |
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|
2015
Q1 | $113K | Buy |
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