Strategic Blueprint’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 | $479K | Sell |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $828K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $820K | Buy |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $653K | Hold |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $219K | Buy |
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