Colorado Capital 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 | $314K | Hold |
2,707
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $277K | Buy |
+2,707
| New | +$277K | 0.13% | 82 |
|
|
2016
Q3 | – | Sell |
-5,532
| Closed | -$213K | – | 65 |
|
|
2016
Q2 | $213K | Hold |
5,532
| – | – | 0.21% | 60 |
|
|
2016
Q1 | $211K | Buy |
5,532
+212
| +4% | +$8.09K | 0.21% | 61 |
|
|
2015
Q4 | $201K | Buy |
+5,320
| New | +$201K | 0.22% | 65 |
|