Per Stirling 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 | $398K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $446K | Buy |
|