4FG
4Thought Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
2,182
+89
| +4% | +$10.3K | 0.13% | 45 |
|
|
2025
Q1 | $214K | Sell |
2,093
-182
| -8% | -$18.6K | 0.13% | 48 |
|
|
2024
Q4 | $251K | Sell |
2,275
-163
| -7% | -$18K | 0.16% | 44 |
|
|
2024
Q3 | $265K | Sell |
2,438
-104
| -4% | -$11.3K | 0.16% | 45 |
|
|
2024
Q2 | $264K | Sell |
2,542
-82
| -3% | -$8.52K | 0.16% | 47 |
|
|
2024
Q1 | $264K | Buy |
2,624
+608
| +30% | +$61.3K | 0.17% | 44 |
|
|
2023
Q4 | $184K | Buy |
2,016
+293
| +17% | +$26.7K | 0.13% | 47 |
|
|
2023
Q3 | $140K | Sell |
1,723
-7
| -0.4% | -$570 | 0.11% | 45 |
|
|
2023
Q2 | $146K | Sell |
1,730
-71
| -4% | -$5.98K | 0.12% | 45 |
|
|
2023
Q1 | $140K | Sell |
1,801
-51
| -3% | -$3.98K | 0.12% | 44 |
|
|
2022
Q4 | $133K | Sell |
1,852
-41
| -2% | -$2.94K | 0.12% | 45 |
|
|
2022
Q3 | $127K | Buy |
1,893
+17
| +0.9% | +$1.14K | 0.12% | 48 |
|
|
2022
Q2 | $135K | Buy |
1,876
+45
| +2% | +$3.24K | 0.13% | 53 |
|
|
2022
Q1 | $159K | Buy |
1,831
+43
| +2% | +$3.73K | 0.14% | 49 |
|
|
2021
Q4 | $166K | Sell |
1,788
-66
| -4% | -$6.13K | 0.13% | 50 |
|
|
2021
Q3 | $154K | Sell |
1,854
-97
| -5% | -$8.06K | 0.13% | 50 |
|
|
2021
Q2 | $162K | Sell |
1,951
-34
| -2% | -$2.82K | 0.15% | 47 |
|
|
2021
Q1 | $152K | Buy |
+1,985
| New | +$152K | 0.15% | 49 |
|