Harfst & Associates’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 | $931K | Hold |
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|
2025
Q2 | $859K | Sell |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $845K | Sell |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $847K | Buy |
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|
2023
Q4 | $756K | Buy |
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|
2023
Q3 | $675K | Buy |
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|
2023
Q2 | $698K | Hold |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $784K | Buy |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $681K | Buy |
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|
2020
Q3 | $608K | Buy |
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|
2020
Q2 | $558K | Buy |
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|
2020
Q1 | $459K | Buy |
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|
2019
Q4 | $561K | Sell |
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|
2019
Q3 | $612K | Hold |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $519K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $159K | Hold |
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|
2017
Q1 | $154K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $128K | Hold |
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|
2015
Q3 | $121K | Hold |
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|
2015
Q2 | $129K | Buy |
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