Farther Finance 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 | $1.78M | Buy |
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|
2025
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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