Retirement Income Solutions’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 | $553K | Hold |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $590K | Hold |
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|
2024
Q4 | $635K | Hold |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $1.35M | Hold |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $900K | Sell |
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|
2022
Q4 | $872K | Sell |
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|
2022
Q3 | $837K | Hold |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $205K | Buy |
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