Foundations Investment 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 | – | Sell |
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|
2025
Q1 | $950K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $584K | Buy |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $448K | Hold |
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|
2020
Q3 | $391K | Hold |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $234K | Buy |
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