EA
Efficient Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,545
| Closed | -$2.1M | – | 47 |
|
|
2017
Q2 | $2.1M | Sell |
23,545
-631
| -3% | -$56.4K | 0.31% | 31 |
|
|
2017
Q1 | $2.1M | Sell |
24,176
-312
| -1% | -$27.1K | 0.29% | 33 |
|
|
2016
Q4 | $2.02M | Buy |
24,488
+269
| +1% | +$22.2K | 0.29% | 33 |
|
|
2016
Q3 | $1.95M | Sell |
24,219
-75
| -0.3% | -$6.04K | 0.29% | 34 |
|
|
2016
Q2 | $1.88M | Sell |
24,294
-528
| -2% | -$40.8K | 0.3% | 37 |
|
|
2016
Q1 | $1.9M | Buy |
+24,822
| New | +$1.9M | 0.34% | 31 |
|