LPL Financial’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 | $153M | Buy |
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|
2025
Q2 | $135M | Buy |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $111M | Buy |
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|
2024
Q3 | $89M | Sell |
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|
2024
Q2 | $86.6M | Buy |
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|
2024
Q1 | $82.1M | Buy |
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|
2023
Q4 | $70.1M | Buy |
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|
2023
Q3 | $56.4M | Buy |
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|
2023
Q2 | $50.1M | Sell |
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|
2023
Q1 | $49M | Buy |
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|
2022
Q4 | $43.1M | Buy |
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|
2022
Q3 | $36.1M | Buy |
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|
2022
Q2 | $22.3M | Buy |
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|
2022
Q1 | $26.2M | Buy |
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|
2021
Q4 | $27.1M | Buy |
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|
2021
Q3 | $22.5M | Buy |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $16.8M | Buy |
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|
2020
Q4 | $14.6M | Buy |
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|
2020
Q3 | $11.7M | Sell |
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|
2020
Q2 | $10.9M | Sell |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $11.7M | Buy |
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|
2019
Q3 | $9.19M | Buy |
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|
2019
Q2 | $7.6M | Sell |
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|
2019
Q1 | $7.58M | Buy |
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|
2018
Q4 | $6.52M | Buy |
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|
2018
Q3 | $7.15M | Buy |
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|
2018
Q2 | $6.2M | Buy |
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|
2018
Q1 | $5.36M | Buy |
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|
2017
Q4 | $4.7M | Buy |
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|
2017
Q3 | $3.75M | Buy |
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|
2017
Q2 | $3.22M | Buy |
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|
2017
Q1 | $2.62M | Buy |
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|
2016
Q4 | $2.46M | Sell |
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|
2016
Q3 | $2.79M | Buy |
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|
2016
Q2 | $2.66M | Sell |
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|
2016
Q1 | $4.94M | Sell |
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|
2015
Q4 | $5.2M | Buy |
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|
2015
Q3 | $2.34M | Buy |
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|
2015
Q2 | $2.41M | Sell |
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|
2015
Q1 | $2.43M | Buy |
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|
2014
Q4 | $2.3M | Buy |
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|
2014
Q3 | $1.97M | Buy |
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|
2014
Q2 | $1.97M | Buy |
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|
2014
Q1 | $1.56M | Buy |
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|
2013
Q4 | $1.49M | Buy |
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|
2013
Q3 | $1.13M | Buy |
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|
2013
Q2 | $588K | Buy |
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