M&T Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
2,232
| – | – | ﹤0.01% | 1335 |
|
|
2025
Q1 | $229K | Hold |
2,232
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q4 | $246K | Hold |
2,232
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q3 | $243K | Hold |
2,232
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q2 | $232K | Hold |
2,232
| – | – | ﹤0.01% | 1425 |
|
|
2024
Q1 | $225K | Hold |
2,232
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q4 | $203K | Buy |
+2,232
| New | +$203K | ﹤0.01% | 1496 |
|
|
2022
Q1 | – | Sell |
-2,232
| Closed | -$207K | – | 1490 |
|
|
2021
Q4 | $207K | Buy |
+2,232
| New | +$207K | ﹤0.01% | 1440 |
|