Sterling Investment Advisors (Pennsylvania)’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 | $378K | Hold |
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|
2025
Q2 | $348K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $190K | Hold |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $206K | Hold |
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|
2018
Q4 | $181K | Hold |
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|
2018
Q3 | $209K | Sell |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $213K | Buy |
|