Schneider Downs Wealth Management 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
Q2 | $2.54M | Hold |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.49M | Hold |
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|
2024
Q3 | $2.46M | Hold |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $945K | Hold |
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|
2023
Q3 | $845K | Hold |
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|
2023
Q2 | $874K | Hold |
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|
2023
Q1 | $809K | Hold |
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|
2022
Q4 | $745K | Hold |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $746K | Hold |
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|
2022
Q1 | $899K | Hold |
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|
2021
Q4 | $964K | Sell |
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|
2021
Q3 | $932K | Hold |
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|
2021
Q2 | $928K | Hold |
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|
2021
Q1 | $855K | Hold |
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|
2020
Q4 | $801K | Hold |
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|
2020
Q3 | $717K | Hold |
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|
2020
Q2 | $661K | Hold |
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|
2020
Q1 | $545K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $470K | Hold |
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|
2016
Q4 | $446K | Hold |
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|
2016
Q3 | $436K | Hold |
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|
2016
Q2 | $419K | Hold |
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|
2016
Q1 | $415K | Buy |
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