CoreCap Advisors’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 | $563K | Hold |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $505K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $167K | Buy |
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