McClarren Financial Advisors’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 | $4.26M | Sell |
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|
2025
Q2 | $3.92M | Buy |
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|
2025
Q1 | $3.48M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $3.15M | Buy |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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