Merit Financial Group’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 | $2.1M | Buy |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $209K | Buy |
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