Corient Private Wealth’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 | $6.94M | Sell |
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|
2025
Q1 | $6.14M | Sell |
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|
2024
Q4 | $6.7M | Sell |
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|
2024
Q3 | $6.87M | Buy |
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|
2024
Q2 | $6.26M | Buy |
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|
2024
Q1 | $6.07M | Sell |
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|
2023
Q4 | $5.49M | Sell |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $3.96M | Buy |
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