Citadel 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 | $2.79M | Sell |
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|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $113K | Buy |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $3.97M | Buy |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $3.97M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $2.77M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $342K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.09M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.6M | Sell |
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|
2014
Q4 | $2.57M | Buy |
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