NBT Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

NBT Bank’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$601K	Sell
2025 Q2	$554K	Hold
2025 Q1	$489K	Sell
2024 Q4	$532K	Sell
2024 Q3	$549K	Buy
2024 Q2	$418K	Sell
2024 Q1	$410K	Sell
2023 Q4	$372K	Buy