Johnson Financial Group Inc (Wisconsin)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8M	Buy	113,725 +18,313	+19%	+$2.34M	0.5%	23
2025 Q4	$12.3M	Buy	95,412 +41,084	+76%	+$5.25M	0.46%	27
2025 Q3	$6.84M	Sell	54,328 -4,789	-8%	-$579K	0.26%	48
2025 Q2	$6.87M	Buy	59,117 +2,286	+4%	+$243K	0.31%	42
2025 Q1	$5.82M	Buy	56,831 +2,268	+4%	+$247K	0.28%	45
2024 Q4	$6.11M	Buy	54,563 +1,337	+3%	+$149K	0.29%	44
2024 Q3	$5.79M	Sell	53,226 -1,596	-3%	-$167K	0.26%	55
2024 Q2	$5.69M	Sell	54,822 -1,759	-3%	-$176K	0.28%	51
2024 Q1	$5.7M	Sell	56,581 -1,158	-2%	-$111K	0.31%	34
2023 Q4	$5.26M	Sell	57,739 -5,901	-9%	-$501K	0.29%	37
2023 Q3	$5.2M	Sell	63,640 -5,254	-8%	-$446K	0.36%	27
2023 Q2	$5.8M	Sell	68,894 -3,721	-5%	-$296K	0.4%	28
2023 Q1	$5.66M	Buy	72,615 +15,943	+28%	+$1.2M	0.4%	30
2022 Q4	$4.07M	Sell	56,672 -624	-1%	-$44.8K	0.32%	40
2022 Q3	$4.07M	Sell	57,296 -16,986	-23%	-$1.27M	0.38%	37
2022 Q2	$5.34M	Sell	74,282 -1,000	-1%	-$77.9K	0.38%	36
2022 Q1	$6.52M	Sell	75,282 -8,175	-10%	-$701K	0.46%	28
2021 Q4	$7.75M	Sell	83,457 -608	-0.7%	-$54.8K	0.49%	27
2021 Q3	$7M	Buy	84,065 +3,758	+5%	+$321K	0.48%	28
2021 Q2	$6.65M	Buy	80,307 +1,780	+2%	+$143K	0.43%	28
2021 Q1	$6M	Buy	78,527 +1,410	+2%	+$104K	0.4%	28
2020 Q4	$5.52M	Buy	77,117 +9,017	+13%	+$611K	0.47%	26
2020 Q3	$4.36M	Buy	68,100 +2,468	+4%	+$156K	0.45%	30
2020 Q2	$3.87M	Buy	65,632 +29,968	+84%	+$1.67M	0.42%	37
2020 Q1	$1.74M	Buy	35,664 +658	+2%	+$37.8K	0.21%	62
2019 Q4	$2.1M	Buy	35,006 +716	+2%	+$41.1K	0.19%	61
2019 Q3	$1.9M	Sell	34,290 -4,674	-12%	-$258K	0.17%	89
2019 Q2	$2.13M	Buy	38,964 +3,100	+9%	+$167K	0.19%	76
2019 Q1	$1.89M	Sell	35,864 -246	-0.7%	-$12.5K	0.17%	85
2018 Q4	$1.68M	Sell	36,110 -6,734	-16%	-$333K	0.17%	83
2018 Q3	$2.29M	Buy	42,844 +3,554	+9%	+$187K	0.23%	72
2018 Q2	$1.98M	Sell	39,290 -804	-2%	-$40.4K	0.22%	79
2018 Q1	$1.96M	Sell	40,094 -526	-1%	-$26.5K	0.23%	78
2017 Q4	$2M	Sell	40,620 -504	-1%	-$24.2K	0.24%	78
2017 Q3	$1.91M	Sell	41,124 -1,656	-4%	-$75.4K	0.25%	77
2017 Q2	$1.91M	Sell	42,780 -842	-2%	-$37.2K	0.27%	79
2017 Q1	$1.89M	Sell	43,622 -4,056	-9%	-$174K	0.24%	96
2016 Q4	$1.96M	Sell	47,678 -294	-0.6%	-$11.9K	0.27%	87
2016 Q3	$1.93M	Sell	47,972 -852	-2%	-$34.2K	0.26%	84
2016 Q2	$1.89M	Buy	48,824 +976	+2%	+$37.5K	0.26%	85
2016 Q1	$1.83M	Buy	47,848 +9,748	+26%	+$353K	0.37%	67
2015 Q4	$1.44M	Buy	38,100 +12,374	+48%	+$471K	0.3%	80
2015 Q3	$913K	Buy	25,726 +1,008	+4%	+$37.8K	0.2%	116
2015 Q2	$940K	Buy	24,718 +404	+2%	+$15.7K	0.19%	114
2015 Q1	$939K	Sell	24,314 -464	-2%	-$17.8K	0.2%	108
2014 Q4	$949K	Buy	24,778 +402	+2%	+$15K	0.22%	103
2014 Q3	$895K	Buy	24,376 +1,188	+5%	+$43.9K	0.23%	104
2014 Q2	$848K	Sell	23,188 -3,318	-13%	-$118K	0.22%	105
2014 Q1	$931K	Buy	26,506 +2	+0%	+$69	0.27%	94
2013 Q4	$916K	Buy	26,504 +7,734	+41%	+$256K	0.27%	94
2013 Q3	$591K	Buy	18,770 +260	+1%	+$8.15K	0.18%	117
2013 Q2	$559K	Buy	+18,510	New	+$556K	0.16%	121