Cerity Partners’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 | $15.6M | Sell |
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|
2025
Q2 | $31.9M | Sell |
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|
2025
Q1 | $30M | Buy |
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|
2024
Q4 | $29.7M | Buy |
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|
2024
Q3 | $28.7M | Sell |
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|
2024
Q2 | $27.7M | Buy |
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|
2024
Q1 | $26.5M | Sell |
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|
2023
Q4 | $24.7M | Buy |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $5.67M | Buy |
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|
2022
Q4 | $5.09M | Sell |
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|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $21.4M | Buy |
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|
2022
Q1 | $25.3M | Buy |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $336K | Hold |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $248K | Hold |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | $201K | Buy |
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