SigFig Wealth Management’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 | $2.48M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $210K | Buy |
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