Frisch Financial Group’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 | $740K | Buy |
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|
2025
Q2 | $681K | Buy |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $468K | Buy |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $339K | Buy |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $341K | Buy |
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|
2019
Q3 | $312K | Buy |
|