MassMutual Private Wealth & Trust’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
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $995K | Buy |
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|
2022
Q4 | $884K | Buy |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $913K | Buy |
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|
2021
Q4 | $833K | Sell |
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|
2021
Q3 | $871K | Sell |
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|
2021
Q2 | $878K | Buy |
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|
2021
Q1 | $789K | Sell |
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|
2020
Q4 | $833K | Buy |
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|
2020
Q3 | $649K | Buy |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $507K | Buy |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $144K | Sell |
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|
2017
Q3 | $137K | Hold |
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|
2017
Q2 | $132K | Hold |
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|
2017
Q1 | $128K | Buy |
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|
2016
Q4 | $117K | Buy |
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|
2016
Q2 | $110K | Hold |
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|
2016
Q1 | $109K | Buy |
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|
2015
Q4 | $102K | Buy |
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|
2015
Q3 | $37.8K | Buy |
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|
2015
Q2 | $8.41K | Sell |
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|
2015
Q1 | $96.2K | Buy |
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|
2014
Q4 | $79.7K | Buy |
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|
2014
Q3 | $37.8K | Buy |
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|
2014
Q2 | $8.41K | Buy |
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