IFP Advisors’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 | $59.2K | Sell |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $52.5K | Hold |
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|
2024
Q3 | $51.8K | Hold |
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|
2024
Q2 | $49.4K | Hold |
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|
2024
Q1 | $48K | Sell |
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|
2023
Q4 | $54.2K | Hold |
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|
2023
Q3 | $48.4K | Sell |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $148K | Hold |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $3.53M | Hold |
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|
2022
Q2 | $3.53M | Hold |
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|
2022
Q1 | $3.53M | Buy |
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|
2021
Q4 | $130K | Hold |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $116K | Sell |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $80K | Sell |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $49K | Buy |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $64K | Sell |
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|
2018
Q3 | $142K | Buy |
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|
2018
Q2 | $129K | Buy |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $51K | Buy |
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|
2017
Q2 | $45K | Buy |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $39K | Sell |
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|
2015
Q4 | $46K | Buy |
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