Litman Gregory Wealth Management’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 | $5.24M | Sell |
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|
2025
Q2 | $4.9M | Buy |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $4.44M | Sell |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $4.76M | Buy |
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|
2024
Q1 | $4.52M | Hold |
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|
2023
Q4 | $4.08M | Buy |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.17M | Sell |
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|
2022
Q3 | $2.97M | Sell |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.99M | Sell |
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|
2021
Q3 | $3.64M | Buy |
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|
2021
Q2 | $3.68K | Sell |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $4.14M | Buy |
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|
2020
Q3 | $3.62M | Sell |
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|
2020
Q2 | $3.47M | Sell |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $3.05M | Buy |
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|
2019
Q3 | $2.78M | Sell |
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|
2019
Q2 | $2.86M | Sell |
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|
2019
Q1 | $2.94M | Sell |
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|
2018
Q4 | $2.63M | Buy |
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|
2018
Q3 | $2.88M | Sell |
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|
2018
Q2 | $2.74M | Sell |
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|
2018
Q1 | $2.72M | Buy |
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