JPMorgan Chase & 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 | $156M | Buy |
|
|||||
|
2025
Q2 | $139M | Sell |
|
|||||
|
2025
Q1 | $127M | Sell |
|
|||||
|
2024
Q4 | $153M | Sell |
|
|||||
|
2024
Q3 | $166M | Sell |
|
|||||
|
2024
Q2 | $161M | Sell |
|
|||||
|
2024
Q1 | $164M | Sell |
|
|||||
|
2023
Q4 | $152M | Buy |
|
|||||
|
2023
Q3 | $122M | Sell |
|
|||||
|
2023
Q2 | $128M | Sell |
|
|||||
|
2023
Q1 | $124M | Sell |
|
|||||
|
2022
Q4 | $123M | Buy |
|
|||||
|
2022
Q3 | $108M | Buy |
|
|||||
|
2022
Q2 | $111M | Sell |
|
|||||
|
2022
Q1 | $138M | Sell |
|
|||||
|
2021
Q4 | $192M | Buy |
|
|||||
|
2021
Q3 | $170M | Buy |
|
|||||
|
2021
Q2 | $112M | Buy |
|
|||||
|
2021
Q1 | $103M | Sell |
|
|||||
|
2020
Q4 | $98.6M | Buy |
|
|||||
|
2020
Q3 | $84.2M | Buy |
|
|||||
|
2020
Q2 | $75.2M | Sell |
|
|||||
|
2020
Q1 | $65.2M | Sell |
|
|||||
|
2019
Q4 | $83.7M | Buy |
|
|||||
|
2019
Q3 | $74.6M | Buy |
|
|||||
|
2019
Q2 | $67M | Buy |
|
|||||
|
2019
Q1 | $62.5M | Buy |
|
|||||
|
2018
Q4 | $51.4M | Buy |
|
|||||
|
2018
Q3 | $47.8M | Buy |
|
|||||
|
2018
Q2 | $40.1M | Buy |
|
|||||
|
2018
Q1 | $34.5M | Buy |
|
|||||
|
2017
Q4 | $28.7M | Buy |
|
|||||
|
2017
Q3 | $25.1M | Buy |
|
|||||
|
2017
Q2 | $23.7M | Buy |
|
|||||
|
2017
Q1 | $22.8M | Buy |
|
|||||
|
2016
Q4 | $20M | Sell |
|
|||||
|
2016
Q3 | $22.4M | Buy |
|
|||||
|
2016
Q2 | $19.6M | Sell |
|
|||||
|
2016
Q1 | $20M | Buy |
|
|||||
|
2015
Q4 | $19.2M | Sell |
|
|||||
|
2015
Q3 | $18.4M | Buy |
|
|||||
|
2015
Q2 | $18.1M | Buy |
|
|||||
|
2015
Q1 | $12.3M | Buy |
|
|||||
|
2014
Q4 | $11.4M | Buy |
|
|||||
|
2014
Q3 | $10.5M | Buy |
|
|||||
|
2014
Q2 | $9.44M | Buy |
|
|||||
|
2014
Q1 | $8.55M | Sell |
|
|||||
|
2013
Q4 | $8.51M | Buy |
|
|||||
|
2013
Q3 | $5.2M | Buy |
|
|||||
|
2013
Q2 | $4.9M | Buy |
|