Bremer Bank National Association’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
Q1 | $486K | Sell |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.67M | Hold |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.13M | Hold |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.1M | Buy |
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