Rede Wealth’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 | – | Sell |
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|
2025
Q2 | $706K | Hold |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $798K | Hold |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $672K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $440K | Buy |
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