Copperleaf Capital’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 | $581K | Sell |
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|
2025
Q2 | $607K | Sell |
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2025
Q1 | $535K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $641K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $236K | Buy |
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