Wealthfront Advisers’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 | $4.01M | Buy |
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|
2025
Q2 | $2.37M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.12M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $482K | Buy |
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