EFG
Erickson Financial Group’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 | $289K | Sell |
2,486
-2
| -0.1% | -$232 | 0.2% | 23 |
|
|
2025
Q1 | $255K | Buy |
2,488
+284
| +13% | +$29.1K | 0.19% | 24 |
|
|
2024
Q4 | $243K | Buy |
2,204
+9
| +0.4% | +$992 | 0.17% | 25 |
|
|
2024
Q3 | $239K | Buy |
+2,195
| New | +$239K | 0.17% | 25 |
|
|
2022
Q4 | – | Sell |
-10,173
| Closed | -$681K | – | 23 |
|
|
2022
Q3 | $681K | Buy |
10,173
+600
| +6% | +$40.2K | 0.76% | 18 |
|
|
2022
Q2 | $688K | Buy |
9,573
+3,294
| +52% | +$237K | 0.74% | 17 |
|
|
2022
Q1 | $544K | Buy |
+6,279
| New | +$544K | 0.49% | 19 |
|