WoodTrust Financial’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 | – | Sell |
|
|||||
|
2025
Q1 | $1.23M | Buy |
|
|||||
|
2024
Q4 | $1.31M | Sell |
|
|||||
|
2024
Q3 | $1.36M | Buy |
|
|||||
|
2024
Q2 | $666K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $584K | Buy |
|
|||||
|
2023
Q3 | $477K | Buy |
|
|||||
|
2023
Q2 | $451K | Sell |
|
|||||
|
2023
Q1 | $526K | Hold |
|
|||||
|
2022
Q4 | $484K | Buy |
|
|||||
|
2022
Q3 | $394K | Buy |
|
|||||
|
2022
Q2 | $305K | Buy |
|
|||||
|
2022
Q1 | $360K | Sell |
|
|||||
|
2021
Q4 | $445K | Buy |
|
|||||
|
2021
Q3 | $314K | Sell |
|
|||||
|
2021
Q2 | $359K | Buy |
|
|||||
|
2021
Q1 | $297K | Sell |
|
|||||
|
2020
Q4 | $281K | Sell |
|
|||||
|
2020
Q3 | $270K | Sell |
|
|||||
|
2020
Q2 | $250K | Sell |
|
|||||
|
2020
Q1 | $207K | Buy |
|
|||||
|
2019
Q4 | $254K | Sell |
|
|||||
|
2019
Q3 | $241K | Sell |
|
|||||
|
2019
Q2 | $292K | Buy |
|
|||||
|
2019
Q1 | $229K | Sell |
|
|||||
|
2018
Q4 | $216K | Buy |
|
|||||
|
2018
Q3 | $234K | Sell |
|
|||||
|
2018
Q2 | $225K | Buy |
|
|||||
|
2018
Q1 | $214K | Sell |
|
|||||
|
2017
Q4 | $227K | Buy |
|