One Wealth Advisors’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 | $5.37M | Sell |
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|
2025
Q2 | $4.99M | Sell |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $5.19M | Sell |
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|
2024
Q3 | $5.55M | Sell |
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|
2024
Q2 | $5.83M | Sell |
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|
2024
Q1 | $6.05M | Sell |
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|
2023
Q4 | $5.54M | Buy |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.38M | Sell |
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|
2022
Q4 | $4.57M | Buy |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $716K | Buy |
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|
2020
Q4 | $323K | Buy |
|