Princeton Global Asset 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
$147K Hold
2025
Q2
$136K Buy
2025
Q1
$105K Buy
2024
Q4
$107K Buy
2020
Q3
Sell
2020
Q2
$2.76M Buy
2020
Q1
$1.07M Buy