Rise 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 | $168K | Buy |
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|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $91.2K | Hold |
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|
2023
Q2 | $94.3K | Buy |
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|
2023
Q1 | $87.2K | Buy |
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|
2022
Q4 | $80K | Buy |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | $95K | Buy |
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|
2021
Q4 | $102K | Buy |
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