Diversified’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
2024
Q3
$1.86M Sell
2024
Q2
$1.91M Buy
2024
Q1
$412K Buy
2023
Q4
$369K Buy
2023
Q3
$329K Buy
2023
Q2
$339K Buy
2023
Q1
$313K Buy
2022
Q4
$286K Buy
2021
Q1
Sell
2020
Q4
$114K Buy