Conscious Wealth Investments’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 | $2.48M | Buy |
20,586
+315
| +2% | +$38K | 1.59% | 34 |
|
|
2025
Q1 | $2.13M | Buy |
20,271
+1,396
| +7% | +$147K | 1.48% | 34 |
|
|
2024
Q4 | $2.13M | Buy |
18,875
+2,296
| +14% | +$259K | 1.44% | 35 |
|
|
2024
Q3 | $1.81M | Sell |
16,579
-233
| -1% | -$25.5K | 1.25% | 36 |
|
|
2024
Q2 | $1.78M | Buy |
16,812
+461
| +3% | +$48.7K | 1.28% | 36 |
|
|
2024
Q1 | $1.57M | Buy |
16,351
+1,269
| +8% | +$122K | 1.2% | 36 |
|
|
2023
Q4 | $1.42M | Buy |
+15,082
| New | +$1.42M | 1.13% | 36 |
|