Boston Standard Wealth Management’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 | $1.3M | Sell |
11,204
-3,647
| -25% | -$424K | 0.23% | 24 |
|
|
2025
Q1 | $1.54M | Sell |
14,851
-386
| -3% | -$40.1K | 0.34% | 23 |
|
|
2024
Q4 | $1.68M | Buy |
15,237
+45
| +0.3% | +$4.96K | 0.33% | 24 |
|
|
2024
Q3 | $1.65M | Buy |
15,192
+341
| +2% | +$37.1K | 0.32% | 24 |
|
|
2024
Q2 | $1.54M | Buy |
14,851
+204
| +1% | +$21.2K | 0.34% | 23 |
|
|
2024
Q1 | $1.48M | Buy |
14,647
+1,461
| +11% | +$147K | 0.33% | 25 |
|
|
2023
Q4 | $1.07M | Hold |
13,186
| – | – | 0.28% | 26 |
|
|
2023
Q3 | $1.07M | Buy |
13,186
+351
| +3% | +$28.6K | 0.28% | 26 |
|
|
2023
Q2 | $1.08M | Buy |
12,835
+150
| +1% | +$12.6K | 0.28% | 26 |
|
|
2023
Q1 | $989K | Buy |
12,685
+641
| +5% | +$50K | 0.28% | 23 |
|
|
2022
Q4 | $865K | Buy |
12,044
+676
| +6% | +$48.6K | 0.26% | 23 |
|
|
2022
Q3 | $761K | Buy |
11,368
+695
| +7% | +$46.5K | 0.26% | 24 |
|
|
2022
Q2 | $773K | Buy |
10,673
+425
| +4% | +$30.8K | 0.25% | 24 |
|
|
2022
Q1 | $888K | Buy |
10,248
+188
| +2% | +$16.3K | 0.25% | 25 |
|
|
2021
Q4 | $935K | Buy |
10,060
+30
| +0.3% | +$2.79K | 0.26% | 24 |
|
|
2021
Q3 | $835K | Buy |
10,030
+333
| +3% | +$27.7K | 0.25% | 24 |
|
|
2021
Q2 | $803K | Buy |
9,697
+406
| +4% | +$33.6K | 0.24% | 23 |
|
|
2021
Q1 | $706K | Hold |
9,291
| – | – | 0.23% | 23 |
|
|
2020
Q4 | $665K | Buy |
9,291
+29
| +0.3% | +$2.08K | 0.25% | 23 |
|
|
2020
Q3 | $593K | Buy |
9,262
+32
| +0.3% | +$2.05K | 0.25% | 23 |
|
|
2020
Q2 | $545K | Buy |
9,230
+26
| +0.3% | +$1.54K | 0.25% | 23 |
|
|
2020
Q1 | $429K | Sell |
9,204
-232
| -2% | -$10.8K | 0.23% | 24 |
|
|
2019
Q4 | $567K | Buy |
9,436
+70
| +0.7% | +$4.21K | 0.25% | 24 |
|
|
2019
Q3 | $519K | Hold |
9,366
| – | – | 0.25% | 21 |
|
|
2019
Q2 | $518K | Sell |
9,366
-11,476
| -55% | -$635K | 0.25% | 22 |
|
|
2019
Q1 | $1.11M | Sell |
20,842
-14,628
| -41% | -$781K | 0.58% | 19 |
|
|
2018
Q4 | $1.65M | Sell |
35,470
-3,598
| -9% | -$167K | 0.98% | 14 |
|
|
2018
Q3 | $2.09M | Buy |
+39,068
| New | +$2.09M | 1.14% | 14 |
|
|
2018
Q1 | $1.84M | Buy |
37,578
+1,224
| +3% | +$59.8K | 1.15% | 17 |
|
|
2017
Q4 | $1.79M | Sell |
36,354
-1,200
| -3% | -$59K | 1.14% | 18 |
|
|
2017
Q3 | $1.74M | Buy |
37,554
+546
| +1% | +$25.3K | 1.17% | 12 |
|
|
2017
Q2 | $1.65M | Buy |
37,008
+4,042
| +12% | +$181K | 1.15% | 12 |
|
|
2017
Q1 | $1.43M | Sell |
32,966
-108
| -0.3% | -$4.69K | 1.1% | 13 |
|
|
2016
Q4 | $1.36M | Buy |
33,074
+5,524
| +20% | +$227K | 1.08% | 13 |
|
|
2016
Q3 | $1.11M | Buy |
27,550
+890
| +3% | +$35.8K | 0.9% | 14 |
|
|
2016
Q2 | $1.03M | Buy |
26,660
+648
| +2% | +$25.1K | 0.9% | 14 |
|
|
2016
Q1 | $999K | Sell |
26,012
-53,988
| -67% | -$2.07M | 0.92% | 17 |
|
|
2015
Q4 | $1.16M | Buy |
80,000
+53,612
| +203% | +$775K | 1.14% | 16 |
|
|
2015
Q3 | $919K | Sell |
26,388
-16
| -0.1% | -$557 | 0.92% | 16 |
|
|
2015
Q2 | $1M | Sell |
26,404
-748
| -3% | -$28.4K | 0.94% | 17 |
|
|
2015
Q1 | $1.06M | Sell |
27,152
-1,422
| -5% | -$55.3K | 0.99% | 16 |
|
|
2014
Q4 | $1.07M | Buy |
+28,574
| New | +$1.07M | 1.06% | 18 |
|