Evergreen Private Wealth’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 | $157K | Hold |
1,355
| – | – | 0.07% | 76 |
|
|
2025
Q1 | $139K | Sell |
1,355
-3
| -0.2% | -$307 | 0.06% | 83 |
|
|
2024
Q4 | $150K | Hold |
1,358
| – | – | 0.07% | 86 |
|
|
2024
Q3 | $148K | Hold |
1,358
| – | – | 0.07% | 86 |
|
|
2024
Q2 | $141K | Sell |
1,358
-6
| -0.4% | -$623 | 0.07% | 86 |
|
|
2024
Q1 | $138K | Buy |
1,364
+246
| +22% | +$24.8K | 0.07% | 91 |
|
|
2023
Q4 | $102K | Buy |
+1,118
| New | +$102K | 0.05% | 91 |
|