United Capital Financial Advisors’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 | $4.35M | Sell |
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|
2025
Q2 | $4.1M | Sell |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $4.39M | Sell |
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|
2024
Q3 | $4.75M | Sell |
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|
2024
Q2 | $4.94M | Buy |
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|
2024
Q1 | $4.31M | Sell |
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|
2023
Q4 | $4.1M | Buy |
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|
2023
Q3 | $938K | Buy |
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|
2023
Q2 | $919K | Buy |
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|
2023
Q1 | $795K | Sell |
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|
2022
Q4 | $918K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $899K | Sell |
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|
2020
Q2 | $832K | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $929K | Buy |
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|
2018
Q2 | $761K | Buy |
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|
2018
Q1 | $734K | Sell |
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|
2017
Q4 | $862K | Sell |
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|
2017
Q3 | $868K | Buy |
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|
2017
Q2 | $811K | Buy |
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|
2017
Q1 | $686K | Buy |
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|
2016
Q4 | $626K | Sell |
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|
2016
Q3 | $721K | Buy |
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|
2016
Q2 | $683K | Buy |
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|
2016
Q1 | $516K | Buy |
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|
2015
Q4 | $467K | Buy |
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