Baron 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
Q4 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $210K | Sell |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.14M | Buy |
|