Evoke 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 | $233K | Hold |
2,005
| – | – | 0.01% | 513 |
|
|
2025
Q1 | $205K | Hold |
2,005
| – | – | 0.01% | 420 |
|
|
2024
Q4 | $221K | Hold |
2,005
| – | – | 0.01% | 399 |
|
|
2024
Q3 | $218K | Hold |
2,005
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $208K | Hold |
2,005
| – | – | 0.25% | 81 |
|
|
2024
Q1 | $202K | Buy |
+2,005
| New | +$202K | 0.01% | 383 |
|
|
2023
Q4 | – | Sell |
-2,610
| Closed | -$213K | – | 165 |
|
|
2023
Q3 | $213K | Buy |
+2,610
| New | +$213K | 0.01% | 346 |
|