Cresset Asset Management’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 | $2.37M | Hold |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.84M | Sell |
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|
2024
Q3 | $6.13M | Hold |
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|
2024
Q2 | $5.85M | Buy |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $515K | Buy |
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