DAS
Diversify Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
5,296
-3,589
| -40% | -$436K | 0.02% | 450 |
|
|
2025
Q1 | $904K | Sell |
8,885
-2,356
| -21% | -$240K | 0.06% | 234 |
|
|
2024
Q4 | $1.23M | Sell |
11,241
-4,574
| -29% | -$499K | 0.07% | 200 |
|
|
2024
Q3 | $1.74M | Sell |
15,815
-1,712
| -10% | -$189K | 0.09% | 180 |
|
|
2024
Q2 | $1.86M | Sell |
17,527
-292
| -2% | -$31K | 0.1% | 165 |
|
|
2024
Q1 | $1.8M | Buy |
+17,819
| New | +$1.8M | 0.11% | 163 |
|