Birch Hill Investment Advisors’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 | $441K | Buy |
3,798
+440
| +13% | +$51.1K | 0.02% | 148 |
|
|
2025
Q1 | $344K | Buy |
3,358
+344
| +11% | +$35.2K | 0.02% | 155 |
|
|
2024
Q4 | $332K | Sell |
3,014
-145
| -5% | -$16K | 0.02% | 157 |
|
|
2024
Q3 | $344K | Hold |
3,159
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $328K | Sell |
3,159
-50
| -2% | -$5.19K | 0.02% | 148 |
|
|
2024
Q1 | $323K | Buy |
3,209
+60
| +2% | +$6.05K | 0.02% | 145 |
|
|
2023
Q4 | $287K | Buy |
3,149
+45
| +1% | +$4.1K | 0.02% | 143 |
|
|
2023
Q3 | $253K | Buy |
+3,104
| New | +$253K | 0.02% | 141 |
|