Joel Isaacson & Co’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 | $562K | Hold |
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|
2025
Q2 | $519K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $486K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $369K | Buy |
|