HeadInvest LLC’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 | $6.07M | Buy |
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|
2025
Q1 | $5.35M | Buy |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $3.73M | Buy |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $3.21M | Buy |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $1.92M | Sell |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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