Bensler’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 | $1.28M | Buy |
11,035
+889
| +9% | +$103K | 0.14% | 87 |
|
|
2025
Q1 | $1.04M | Sell |
10,146
-524
| -5% | -$53.7K | 0.13% | 87 |
|
|
2024
Q4 | $1.18M | Sell |
10,670
-15
| -0.1% | -$1.65K | 0.14% | 87 |
|
|
2024
Q3 | $1.16M | Sell |
10,685
-79
| -0.7% | -$8.59K | 0.15% | 87 |
|
|
2024
Q2 | $1.12M | Sell |
10,764
-1,994
| -16% | -$207K | 0.15% | 86 |
|
|
2024
Q1 | $1.29M | Buy |
12,758
+522
| +4% | +$52.6K | 0.19% | 85 |
|
|
2023
Q4 | $1.11M | Buy |
12,236
+4,283
| +54% | +$390K | 0.18% | 88 |
|
|
2023
Q3 | $647K | Buy |
7,953
+950
| +14% | +$77.3K | 0.12% | 97 |
|
|
2023
Q2 | $589K | Sell |
7,003
-242
| -3% | -$20.4K | 0.11% | 104 |
|
|
2023
Q1 | $565K | Buy |
7,245
+48
| +0.7% | +$3.74K | 0.11% | 102 |
|
|
2022
Q4 | $517K | Buy |
7,197
+3,354
| +87% | +$241K | 0.11% | 103 |
|
|
2022
Q3 | $257K | Hold |
3,843
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $276K | Hold |
3,843
| – | – | 0.07% | 125 |
|
|
2022
Q1 | $333K | Hold |
3,843
| – | – | 0.07% | 123 |
|
|
2021
Q4 | $357K | Buy |
+3,843
| New | +$357K | 0.1% | 75 |
|