CX Institutional’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 | $1.73M | Sell |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.82M | Hold |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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