Gibson Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Gibson Capital’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Buy
2025 Q1	$2.56M	Sell
2024 Q4	$2.77M	Sell
2024 Q3	$2.74M	Sell
2024 Q2	$2.84M	Sell
2024 Q1	$4.12M	Sell
2023 Q4	$3.81M	Sell
2023 Q3	$3.47M	Hold
2023 Q2	$3.58M	Sell
2023 Q1	$3.44M	Buy
2022 Q4	$3.05M	Buy
2022 Q3	$2.39M	Buy
2022 Q2	$2.54M	Buy
2022 Q1	$3.04M	Sell
2021 Q4	$3.26M	Sell
2021 Q3	$2.94M	Sell
2021 Q2	$2.96M	Hold
2021 Q1	$2.73M	Sell
2020 Q4	$2.84M	Sell
2020 Q3	$2.6M	Sell
2020 Q2	$2.44M	Buy
2020 Q1	$2M	Buy
2019 Q4	$2.45M	Sell
2019 Q3	$2.27M	Sell
2019 Q2	$2.34M	Buy
2019 Q1	$2.23M	Buy
2018 Q4	$1.92M	Sell
2018 Q3	$2.53M	Sell
2018 Q2	$3.19M	Sell
2018 Q1	$3.19M	Sell
2017 Q4	$3.24M	Sell
2017 Q3	$3.18M	Sell
2017 Q2	$3.06M	Sell
2017 Q1	$3.04M	Buy
2016 Q4	$2.54M	Hold
2016 Q3	$2.48M	Sell
2016 Q2	$2.64M	Sell
2016 Q1	$2.64M	Buy
2015 Q4	$2.59M	Sell
2015 Q3	$2.97M	Sell
2015 Q2	$3.26M	Sell
2015 Q1	$3.7M	Sell
2014 Q4	$3.82M	Buy
2014 Q3	$3.58M	Buy
2014 Q2	$3.35M	Buy
2014 Q1	$3.17M	Sell
2013 Q4	$3.42M	Sell
2013 Q3	$3.21M	Sell
2013 Q2	$3.52M	Buy