Boston Standard Wealth Management’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 | $1.42M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $935K | Buy |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $803K | Buy |
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|
2021
Q1 | $706K | Hold |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $545K | Buy |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $567K | Buy |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $518K | Sell |
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|
2019
Q1 | $1.11M | Sell |
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|
2018
Q4 | $1.65M | Sell |
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|
2018
Q3 | $2.09M | Buy |
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|
2018
Q1 | $1.84M | Buy |
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|
2017
Q4 | $1.79M | Sell |
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|
2017
Q3 | $1.74M | Buy |
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|
2017
Q2 | $1.65M | Buy |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.36M | Buy |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $999K | Sell |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $919K | Sell |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $1.07M | Buy |
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