Bridgewater Advisors’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
$575K Buy
2025
Q2
$546K Sell
2025
Q1
$528K Buy
2022
Q3
Sell
2022
Q2
$359K Buy
2022
Q1
$416K Buy
2021
Q4
$371K Buy
2021
Q3
$300K Sell
2021
Q2
$322K Buy