Fidelity Investments’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 | $2.36M | Buy |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $785K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $874K | Buy |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $163K | Sell |
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|
2021
Q1 | $151K | Sell |
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|
2020
Q4 | $147K | Sell |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $95K | Buy |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $11K | Sell |
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|
2018
Q3 | $16K | Buy |
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