CIA
Concurrent Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
3,904
+903
| +30% | +$105K | 0.01% | 881 |
|
|
2025
Q1 | $307K | Buy |
3,001
+572
| +24% | +$58.6K | 0.01% | 905 |
|
|
2024
Q4 | $268K | Buy |
2,429
+206
| +9% | +$22.7K | 0.01% | 861 |
|
|
2024
Q3 | $242K | Buy |
2,223
+86
| +4% | +$9.36K | 0.01% | 856 |
|
|
2024
Q2 | $222K | Buy |
2,137
+1
| +0% | +$104 | 0.01% | 829 |
|
|
2024
Q1 | $215K | Buy |
+2,136
| New | +$215K | 0.01% | 777 |
|