Howe & Rusling’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 | $244K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $230K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $183K | Buy |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $155K | Hold |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $177K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $196K | Hold |
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|
2021
Q2 | $195K | Buy |
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|
2021
Q1 | $156K | Hold |
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|
2020
Q4 | $146K | Hold |
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|
2020
Q3 | $130K | Sell |
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|
2020
Q2 | $127K | Hold |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $146K | Hold |
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|
2019
Q3 | $135K | Hold |
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|
2019
Q2 | $133K | Hold |
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|
2019
Q1 | $128K | Sell |
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|
2018
Q4 | $124K | Sell |
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|
2018
Q3 | $148K | Sell |
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|
2018
Q2 | $154K | Hold |
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|
2018
Q1 | $149K | Hold |
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|
2017
Q4 | $150K | Hold |
|
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|
2017
Q3 | $142K | Sell |
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|
2017
Q2 | $142K | Sell |
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|
2017
Q1 | $149K | Hold |
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|
2016
Q4 | $141K | Hold |
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|
2016
Q3 | $138K | Buy |
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|
2016
Q2 | $123K | Sell |
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|
2016
Q1 | $125K | Sell |
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|
2015
Q4 | $127K | Hold |
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|
2015
Q3 | $119K | Hold |
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|
2015
Q2 | $128K | Buy |
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|
2015
Q1 | $116K | Hold |
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|
2014
Q4 | $115K | Hold |
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|
2014
Q3 | $110K | Hold |
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|
2014
Q2 | $110K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $90K | Buy |
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|
2013
Q3 | $79K | Buy |
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|
2013
Q2 | $71K | Buy |
|