Wealthspire Advisors (New York)’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 | $7.84M | Sell |
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|
2025
Q2 | $8.27M | Sell |
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|
2025
Q1 | $7.47M | Buy |
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|
2024
Q4 | $4.02M | Sell |
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|
2024
Q3 | $4.16M | Sell |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $2.19M | Sell |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.04M | Sell |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.33M | Buy |
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