Wedbush Securities’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 | $335K | Hold |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $587K | Sell |
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|
2021
Q3 | $542K | Sell |
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|
2021
Q2 | $808K | Buy |
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|
2021
Q1 | $685K | Buy |
|