Commonwealth Equity Services’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 | $25.6M | Sell |
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|
2025
Q2 | $23.8M | Buy |
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|
2025
Q1 | $21M | Sell |
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|
2024
Q4 | $26.3M | Buy |
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|
2024
Q3 | $23.7M | Sell |
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|
2024
Q2 | $22.6M | Buy |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $18.3M | Buy |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $16.7M | Sell |
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|
2023
Q1 | $15.5K | Sell |
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|
2022
Q4 | $15.1M | Buy |
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|
2022
Q3 | $12.8M | Sell |
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|
2022
Q2 | $14.4M | Sell |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $21M | Buy |
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|
2021
Q3 | $16.9M | Buy |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $9.07M | Buy |
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|
2020
Q3 | $7.22M | Buy |
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|
2020
Q2 | $6.22M | Buy |
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|
2020
Q1 | $4.85M | Buy |
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|
2019
Q4 | $5.09M | Buy |
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|
2019
Q3 | $3.93M | Sell |
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|
2019
Q2 | $3.95M | Buy |
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|
2019
Q1 | $3.51M | Buy |
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|
2018
Q4 | $2.73M | Sell |
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|
2018
Q3 | $3.23M | Sell |
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|
2018
Q2 | $3.15M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.82M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $2.02M | Buy |
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|
2017
Q1 | $1.81M | Sell |
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|
2016
Q4 | $2.22M | Buy |
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|
2016
Q3 | $2.11M | Sell |
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|
2016
Q2 | $2.14M | Sell |
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|
2016
Q1 | $2.18M | Sell |
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|
2015
Q4 | $2.31M | Sell |
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|
2015
Q3 | $2.19M | Sell |
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|
2015
Q2 | $2.61M | Buy |
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|
2015
Q1 | $2.6M | Buy |
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|
2014
Q4 | $2.55M | Buy |
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|
2014
Q3 | $1.95M | Buy |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.35M | Buy |
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|
2013
Q4 | $1.22M | Buy |
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|
2013
Q3 | $799K | Buy |
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|
2013
Q2 | $646K | Buy |
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