Morgan Stanley’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 | $479M | Sell |
|
|||||
|
2025
Q2 | $445M | Sell |
|
|||||
|
2025
Q1 | $400M | Sell |
|
|||||
|
2024
Q4 | $524M | Sell |
|
|||||
|
2024
Q3 | $530M | Buy |
|
|||||
|
2024
Q2 | $495M | Buy |
|
|||||
|
2024
Q1 | $459M | Sell |
|
|||||
|
2023
Q4 | $820M | Buy |
|
|||||
|
2023
Q3 | $366M | Buy |
|
|||||
|
2023
Q2 | $371M | Buy |
|
|||||
|
2023
Q1 | $338M | Sell |
|
|||||
|
2022
Q4 | $331M | Sell |
|
|||||
|
2022
Q3 | $312M | Sell |
|
|||||
|
2022
Q2 | $335M | Buy |
|
|||||
|
2022
Q1 | $400M | Buy |
|
|||||
|
2021
Q4 | $412M | Buy |
|
|||||
|
2021
Q3 | $346M | Buy |
|
|||||
|
2021
Q2 | $276M | Buy |
|
|||||
|
2021
Q1 | $238M | Buy |
|
|||||
|
2020
Q4 | $191M | Buy |
|
|||||
|
2020
Q3 | $140M | Buy |
|
|||||
|
2020
Q2 | $116M | Buy |
|
|||||
|
2020
Q1 | $79.4M | Buy |
|
|||||
|
2019
Q4 | $59.4M | Buy |
|
|||||
|
2019
Q3 | $50.8M | Buy |
|
|||||
|
2019
Q2 | $45.6M | Buy |
|
|||||
|
2019
Q1 | $37.1M | Buy |
|
|||||
|
2018
Q4 | $26.4M | Buy |
|
|||||
|
2018
Q3 | $29.8M | Buy |
|
|||||
|
2018
Q2 | $24.2M | Buy |
|
|||||
|
2018
Q1 | $22.7M | Buy |
|
|||||
|
2017
Q4 | $19.6M | Sell |
|
|||||
|
2017
Q3 | $18.6M | Buy |
|
|||||
|
2017
Q2 | $15.9M | Buy |
|
|||||
|
2017
Q1 | $14.8M | Buy |
|
|||||
|
2016
Q4 | $12.2M | Buy |
|
|||||
|
2016
Q3 | $10.7M | Buy |
|
|||||
|
2016
Q2 | $9.32M | Buy |
|
|||||
|
2016
Q1 | $8.5M | Buy |
|
|||||
|
2015
Q4 | $8.25M | Buy |
|
|||||
|
2015
Q3 | $6.02M | Sell |
|
|||||
|
2015
Q2 | $6.54M | Buy |
|
|||||
|
2015
Q1 | $5.45M | Buy |
|
|||||
|
2014
Q4 | $4.83M | Buy |
|
|||||
|
2014
Q3 | $4.59M | Sell |
|
|||||
|
2014
Q2 | $4.71M | Buy |
|
|||||
|
2014
Q1 | $2.94M | Buy |
|
|||||
|
2013
Q4 | $2.84M | Buy |
|
|||||
|
2013
Q3 | $2.03M | Buy |
|
|||||
|
2013
Q2 | $1.81M | Buy |
|