First Horizon 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
Q2 | $1.45M | Sell |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.73M | Sell |
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|
2024
Q3 | $4.48M | Sell |
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|
2024
Q2 | $8.77M | Sell |
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|
2024
Q1 | $8.53M | Sell |
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|
2023
Q4 | $7.86M | Buy |
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|
2023
Q3 | $6.99M | Sell |
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|
2023
Q2 | $7.56M | Sell |
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|
2023
Q1 | $7.05M | Sell |
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|
2022
Q4 | $6.72M | Sell |
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|
2022
Q3 | $6.34M | Buy |
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|
2022
Q2 | $6.77M | Buy |
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|
2022
Q1 | $6.95M | Sell |
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|
2021
Q4 | $7.87M | Buy |
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|
2021
Q3 | $6.43M | Buy |
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|
2021
Q2 | $6.3M | Buy |
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|
2021
Q1 | $5.79M | Buy |
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|
2020
Q4 | $5.36M | Sell |
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|
2020
Q3 | $5M | Buy |
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|
2020
Q2 | $4.53M | Hold |
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|
2020
Q1 | $3.73M | Buy |
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|
2019
Q4 | $4.53M | Sell |
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|
2019
Q3 | $8.1M | Buy |
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