Sage Financial Management Group’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 | $382K | Hold |
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|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $132K | Buy |
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