Aspiriant LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
13,494
| – | – | 0.05% | 118 |
|
|
2025
Q1 | $1.38M | Hold |
13,494
| – | – | 0.05% | 118 |
|
|
2024
Q4 | $1.49M | Buy |
13,494
+7,256
| +116% | +$800K | 0.05% | 117 |
|
|
2024
Q3 | $679K | Sell |
6,238
-3,838
| -38% | -$418K | 0.03% | 169 |
|
|
2024
Q2 | $1.05M | Buy |
10,076
+3,838
| +62% | +$399K | 0.04% | 134 |
|
|
2024
Q1 | $629K | Buy |
+6,238
| New | +$629K | 0.03% | 172 |
|