Cetera Investment Advisers’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 | $27.1M | Buy |
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|
2025
Q2 | $20.7M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $15.6M | Sell |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $7.76M | Sell |
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|
2023
Q3 | $7.47M | Sell |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $8.05M | Sell |
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|
2022
Q4 | $8.23M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.53M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $964K | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $679K | Sell |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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