One Capital 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 | $1.33M | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $3.72M | Sell |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $4.38M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $3.96M | Buy |
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|
2023
Q4 | $3.52M | Buy |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $45.5M | Buy |
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|
2021
Q4 | $620K | Buy |
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