CIBC Private Wealth Group’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
Q2 | $1.32M | Hold |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $884K | Hold |
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|
2023
Q2 | $914K | Hold |
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|
2023
Q1 | $847K | Hold |
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|
2022
Q4 | $780 | Hold |
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|
2022
Q3 | $727K | Hold |
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|
2022
Q2 | $781K | Hold |
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|
2022
Q1 | $941K | Hold |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $900K | Hold |
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|
2021
Q1 | $829K | Hold |
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|
2020
Q4 | $777K | Hold |
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|
2020
Q3 | $641K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $529K | Buy |
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