Equitable Holdings’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 | $3.34M | Sell |
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|
2025
Q1 | $3.18M | Buy |
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|
2024
Q4 | $3.3M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $3.37M | Buy |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $814K | Sell |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $930K | Buy |
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|
2020
Q2 | $817K | Buy |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $320K | Buy |
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