Weaver Consulting Group’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
Q2 | $258K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $230K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $135K | Hold |
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|
2020
Q1 | $111K | Hold |
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|
2019
Q4 | $126K | Hold |
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|
2019
Q3 | $129K | Hold |
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|
2019
Q2 | $125K | Hold |
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|
2019
Q1 | $123K | Buy |
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