First Foundation 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 | $407K | Hold |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $493K | Hold |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $318K | Sell |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $705K | Buy |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $519K | Buy |
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|
2018
Q2 | $468K | Sell |
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|
2018
Q1 | $655K | Buy |
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|
2017
Q4 | $649K | Buy |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $329K | Buy |
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|
2017
Q1 | $299K | Hold |
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|
2016
Q4 | $284K | Hold |
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|
2016
Q3 | $278K | Buy |
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|
2016
Q2 | $212K | Buy |
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