Sharkey, Howes & Javer’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 | $3.1M | Buy |
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|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.85M | Sell |
|
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|
2024
Q2 | $3.14M | Sell |
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|
2024
Q1 | $3.11M | Sell |
|
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $5.06M | Sell |
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|
2022
Q4 | $4.89M | Sell |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $4.57M | Buy |
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|
2022
Q1 | $3.41M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $372K | Buy |
|