Hills Bank & Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
7,178
-100
| -1% | -$11.6K | 0.05% | 162 |
|
|
2025
Q1 | $745K | Hold |
7,278
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $802K | Hold |
7,278
| – | – | 0.06% | 156 |
|
|
2024
Q3 | $792K | Hold |
7,278
| – | – | 0.06% | 157 |
|
|
2024
Q2 | $756K | Hold |
7,278
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $734K | Hold |
7,278
| – | – | 0.06% | 150 |
|
|
2023
Q4 | $663K | Hold |
7,278
| – | – | 0.06% | 148 |
|
|
2023
Q3 | $593K | Sell |
7,278
-87
| -1% | -$7.08K | 0.07% | 142 |
|
|
2023
Q2 | $620K | Hold |
7,365
| – | – | 0.08% | 131 |
|
|
2023
Q1 | $574K | Hold |
7,365
| – | – | 0.08% | 131 |
|
|
2022
Q4 | $529K | Buy |
7,365
+3,375
| +85% | +$242K | 0.08% | 136 |
|
|
2022
Q3 | $267K | Hold |
3,990
| – | – | 0.04% | 172 |
|
|
2022
Q2 | $287K | Hold |
3,990
| – | – | 0.05% | 172 |
|
|
2022
Q1 | $346K | Hold |
3,990
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $371K | Hold |
3,990
| – | – | 0.05% | 162 |
|
|
2021
Q3 | $332K | Hold |
3,990
| – | – | 0.05% | 165 |
|
|
2021
Q2 | $330K | Hold |
3,990
| – | – | 0.05% | 167 |
|
|
2021
Q1 | $305K | Sell |
3,990
-110
| -3% | -$8.41K | 0.05% | 164 |
|
|
2020
Q4 | $293K | Hold |
4,100
| – | – | 0.05% | 159 |
|
|
2020
Q3 | $262K | Hold |
4,100
| – | – | 0.05% | 156 |
|
|
2020
Q2 | $242K | Buy |
+4,100
| New | +$242K | 0.05% | 165 |
|
|
2020
Q1 | – | Sell |
-4,100
| Closed | -$246K | – | 155 |
|
|
2019
Q4 | $246K | Hold |
4,100
| – | – | 0.06% | 146 |
|
|
2019
Q3 | $227K | Hold |
4,100
| – | – | 0.06% | 147 |
|
|
2019
Q2 | $224K | Hold |
4,100
| – | – | 0.06% | 148 |
|
|
2019
Q1 | $216K | Buy |
+4,100
| New | +$216K | 0.06% | 148 |
|