GenTrust’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 | $353K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $267K | Buy |
|