HB Wealth Management’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 | $2.42M | Hold |
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|
2025
Q2 | $2.23M | Hold |
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|
2025
Q1 | $1.97M | Hold |
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|
2024
Q4 | $2.12M | Hold |
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|
2024
Q3 | $2.09M | Hold |
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|
2024
Q2 | $2M | Hold |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.75M | Hold |
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|
2023
Q3 | $1.56M | Hold |
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|
2023
Q2 | $1.62M | Hold |
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|
2023
Q1 | $1.5M | Hold |
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|
2022
Q4 | $1.38M | Hold |
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|
2022
Q3 | $1.29M | Hold |
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|
2022
Q2 | $1.38M | Hold |
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|
2022
Q1 | $1.66M | Buy |
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