Evermay Wealth Management’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 | $15.1K | Hold |
130
| – | – | ﹤0.01% | 411 |
|
|
2025
Q1 | $13.3K | Hold |
130
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $14.3K | Hold |
130
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $14.1K | Hold |
130
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $13.5K | Hold |
130
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $13.1K | Hold |
130
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $11.8K | Hold |
130
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $10.6K | Hold |
130
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $10.9K | Hold |
130
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $10.1K | Hold |
130
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $9.33K | Hold |
130
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $9K | Hold |
130
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $9K | Hold |
130
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 411 |
|