Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $852K | Sell |
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|
2024
Q3 | $860K | Buy |
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|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $269K | Hold |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $219K | Buy |
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