CX Institutional’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 | $1.68M | Sell |
14,443
-921
| -6% | -$107K | 0.06% | 207 |
|
|
2025
Q1 | $1.57M | Buy |
15,364
+2,687
| +21% | +$275K | 0.06% | 216 |
|
|
2024
Q4 | $1.4M | Sell |
12,677
-564
| -4% | -$62.2K | 0.06% | 215 |
|
|
2024
Q3 | $1.44M | Sell |
13,241
-13
| -0.1% | -$1.41K | 0.06% | 232 |
|
|
2024
Q2 | $1.38M | Sell |
13,254
-329
| -2% | -$34.2K | 0.06% | 230 |
|
|
2024
Q1 | $1.37M | Sell |
13,583
-22,053
| -62% | -$2.22M | 0.07% | 235 |
|
|
2023
Q4 | $3.24M | Buy |
35,636
+179
| +0.5% | +$16.3K | 0.17% | 160 |
|
|
2023
Q3 | $2.89M | Buy |
35,457
+11,387
| +47% | +$927K | 0.16% | 170 |
|
|
2023
Q2 | $2.03M | Buy |
24,070
+717
| +3% | +$60.4K | 0.1% | 212 |
|
|
2023
Q1 | $1.82M | Hold |
23,353
| – | – | 0.1% | 223 |
|
|
2022
Q4 | $1.68M | Sell |
23,353
-590
| -2% | -$42.4K | 0.1% | 207 |
|
|
2022
Q3 | $1.6M | Sell |
23,943
-170
| -0.7% | -$11.4K | 0.11% | 216 |
|
|
2022
Q2 | $1.73M | Buy |
+24,113
| New | +$1.73M | 0.13% | 189 |
|