EverSource Wealth Advisors’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 | $718K | Sell |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $806K | Sell |
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|
2024
Q2 | $860K | Buy |
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|
2024
Q1 | $96.4K | Hold |
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|
2023
Q4 | $91.2K | Buy |
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|
2023
Q3 | $69.6K | Sell |
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|
2023
Q2 | $72.9K | Hold |
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|
2023
Q1 | $67.5K | Sell |
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|
2022
Q4 | $81.5K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $182K | Buy |
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