Brooklyn FI’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $777K | Hold |
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|
2025
Q2 | $716K | Hold |
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|
2025
Q1 | $632K | Hold |
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|
2024
Q4 | $680K | Hold |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $626K | Sell |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $551K | Hold |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $592K | Hold |
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|
2021
Q4 | $635K | Buy |
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