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

NBT Bank’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Buy
2025 Q4	$507K	Sell
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