William Blair & Company’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 | $2.84M | Sell |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $4.55M | Buy |
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|
2024
Q1 | $4.2M | Sell |
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|
2023
Q4 | $3.94M | Buy |
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | $3.38M | Sell |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $2.93M | Sell |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $2.68M | Sell |
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|
2022
Q1 | $3.27M | Sell |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.33M | Sell |
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|
2021
Q2 | $4.58M | Sell |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $4.05M | Buy |
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|
2020
Q3 | $3.34M | Buy |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.35M | Hold |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $9.91M | Sell |
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|
2018
Q4 | $18.8M | Hold |
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|
2018
Q3 | $21.6M | Buy |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.06M | Hold |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $975K | Hold |
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|
2016
Q3 | $953K | Hold |
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|
2016
Q2 | $915K | Buy |
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