PFG 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 | $2.04M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.8M | Sell |
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|
2023
Q4 | $2.58M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.36M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $2.84M | Buy |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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