Principle Wealth Partners’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
Q2 | $800K | Sell |
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|
2025
Q1 | $722K | Hold |
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|
2024
Q4 | $777K | Hold |
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|
2024
Q3 | $767K | Hold |
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|
2024
Q2 | $732K | Hold |
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|
2024
Q1 | $710K | Hold |
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $574K | Hold |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $555 | Hold |
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|
2022
Q2 | $596K | Hold |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $701K | Hold |
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|
2021
Q2 | $698K | Buy |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $322K | Buy |
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