Bordeaux Wealth 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 | $1.39M | Hold |
12,000
| – | – | 0.18% | 49 |
|
|
2025
Q1 | $1.23M | Hold |
12,000
| – | – | 0.23% | 48 |
|
|
2024
Q4 | $1.32M | Hold |
12,000
| – | – | 0.21% | 47 |
|
|
2024
Q3 | $1.31M | Hold |
12,000
| – | – | 0.24% | 46 |
|
|
2024
Q2 | $1.25M | Hold |
12,000
| – | – | 0.24% | 46 |
|
|
2024
Q1 | $1.21M | Hold |
12,000
| – | – | 0.4% | 32 |
|
|
2023
Q4 | $1.09M | Hold |
12,000
| – | – | 0.37% | 36 |
|
|
2023
Q3 | $977K | Hold |
12,000
| – | – | 0.4% | 33 |
|
|
2023
Q2 | $1.01M | Hold |
12,000
| – | – | 0.41% | 31 |
|
|
2023
Q1 | $936K | Hold |
12,000
| – | – | 0.48% | 28 |
|
|
2022
Q4 | $861K | Hold |
12,000
| – | – | 0.47% | 32 |
|
|
2022
Q3 | $804K | Buy |
+12,000
| New | +$804K | 0.51% | 36 |
|