Kesler Norman & Wride’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 | $672K | Hold |
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|
2025
Q2 | $708K | Hold |
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|
2025
Q1 | $624K | Hold |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $663K | Sell |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $612K | Hold |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $511K | Hold |
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|
2023
Q1 | $473K | Hold |
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|
2022
Q4 | $436K | Hold |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $570K | Hold |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $522K | Hold |
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|
2021
Q1 | $469K | Hold |
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|
2020
Q4 | $439K | Buy |
|