Copperleaf Capital’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 | $607K | Sell |
5,224
-3
| -0.1% | -$349 | 0.31% | 74 |
|
|
2025
Q1 | $535K | Sell |
5,227
-730
| -12% | -$74.8K | 0.32% | 74 |
|
|
2024
Q4 | $657K | Sell |
5,957
-159
| -3% | -$17.5K | 0.42% | 59 |
|
|
2024
Q3 | $665K | Sell |
6,116
-53
| -0.9% | -$5.77K | 0.51% | 60 |
|
|
2024
Q2 | $641K | Buy |
6,169
+490
| +9% | +$50.9K | 0.51% | 57 |
|
|
2024
Q1 | $573K | Buy |
5,679
+69
| +1% | +$6.96K | 0.5% | 60 |
|
|
2023
Q4 | $511K | Buy |
5,610
+791
| +16% | +$72K | 0.52% | 53 |
|
|
2023
Q3 | $392K | Buy |
4,819
+59
| +1% | +$4.8K | 0.42% | 54 |
|
|
2023
Q2 | $401K | Buy |
4,760
+1,730
| +57% | +$146K | 0.38% | 54 |
|
|
2023
Q1 | $236K | Buy |
+3,030
| New | +$236K | 0.23% | 66 |
|