SageView Advisory 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
Q2 | $4.95M | Sell |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $6.91M | Sell |
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|
2024
Q3 | $6.92M | Sell |
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|
2024
Q2 | $7.01M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.03M | Buy |
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|
2023
Q3 | $6.38M | Sell |
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|
2023
Q2 | $6.79M | Sell |
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|
2023
Q1 | $6.58M | Sell |
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|
2022
Q4 | $6.24M | Buy |
|