Northwestern Mutual Wealth Management’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 | $4.41M | Sell |
|
|||||
|
2025
Q2 | $4.12M | Buy |
|
|||||
|
2025
Q1 | $3.14M | Sell |
|
|||||
|
2024
Q4 | $3.68M | Sell |
|
|||||
|
2024
Q3 | $3.8M | Buy |
|
|||||
|
2024
Q2 | $3.56M | Buy |
|
|||||
|
2024
Q1 | $3.38M | Buy |
|
|||||
|
2023
Q4 | $2.97M | Sell |
|
|||||
|
2023
Q3 | $3.46M | Sell |
|
|||||
|
2023
Q2 | $3.65M | Sell |
|
|||||
|
2023
Q1 | $3.7M | Sell |
|
|||||
|
2022
Q4 | $3.44M | Buy |
|
|||||
|
2022
Q3 | $3.09M | Buy |
|
|||||
|
2022
Q2 | $3.29M | Sell |
|
|||||
|
2022
Q1 | $3.97M | Sell |
|
|||||
|
2021
Q4 | $4.37M | Sell |
|
|||||
|
2021
Q3 | $4.01M | Buy |
|
|||||
|
2021
Q2 | $3.72M | Buy |
|
|||||
|
2021
Q1 | $3.05M | Buy |
|
|||||
|
2020
Q4 | $2.38M | Buy |
|
|||||
|
2020
Q3 | $1.72M | Buy |
|
|||||
|
2020
Q2 | $1.5M | Sell |
|
|||||
|
2020
Q1 | $1.31M | Buy |
|
|||||
|
2019
Q4 | $1.57M | Buy |
|
|||||
|
2019
Q3 | $1.27M | Buy |
|
|||||
|
2019
Q2 | $1.17M | Buy |
|
|||||
|
2019
Q1 | $1.11M | Buy |
|
|||||
|
2018
Q4 | $975K | Buy |
|
|||||
|
2018
Q3 | $603K | Buy |
|
|||||
|
2018
Q2 | $346K | Buy |
|
|||||
|
2018
Q1 | $121K | Buy |
|
|||||
|
2017
Q4 | $27K | Hold |
|
|||||
|
2017
Q3 | $26K | Buy |
|