Bridgewater Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
4,524
-669
| -13% | -$80.7K | 0.04% | 230 |
|
|
2025
Q1 | $528K | Buy |
+5,193
| New | +$528K | 0.05% | 214 |
|
|
2022
Q3 | – | Sell |
-4,996
| Closed | -$359K | – | 162 |
|
|
2022
Q2 | $359K | Buy |
4,996
+193
| +4% | +$13.9K | 0.07% | 174 |
|
|
2022
Q1 | $416K | Buy |
4,803
+812
| +20% | +$70.3K | 0.1% | 165 |
|
|
2021
Q4 | $371K | Buy |
3,991
+390
| +11% | +$36.3K | 0.08% | 168 |
|
|
2021
Q3 | $300K | Sell |
3,601
-284
| -7% | -$23.7K | 0.08% | 190 |
|
|
2021
Q2 | $322K | Buy |
+3,885
| New | +$322K | 0.1% | 173 |
|