Smith & Howard 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 | $257K | Hold |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $207K | Buy |
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