Dynamic Advisor Solutions’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 | $1.1M | Sell |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $894K | Hold |
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|
2024
Q4 | $962K | Sell |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $965K | Buy |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $742K | Hold |
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|
2023
Q2 | $767K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $837K | Buy |
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|
2021
Q4 | $889K | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.02M | Hold |
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|
2020
Q4 | $954K | Buy |
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|
2020
Q3 | $561K | Buy |
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