Van Hulzen Asset 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 | $255K | Hold |
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|
2025
Q2 | $235K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $815K | Sell |
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|
2020
Q3 | $934K | Sell |
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|
2020
Q2 | $873K | Buy |
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|
2020
Q1 | $691K | Buy |
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|
2019
Q4 | $201K | Buy |
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