Farther Finance Advisors’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 | $1.48M | Buy |
12,726
+86
| +0.7% | +$9.99K | 0.03% | 455 |
|
|
2025
Q1 | $1.3M | Buy |
12,640
+3,305
| +35% | +$340K | 0.03% | 415 |
|
|
2024
Q4 | $1.03M | Sell |
9,335
-1,985
| -18% | -$219K | 0.04% | 361 |
|
|
2024
Q3 | $1.23M | Buy |
11,320
+1,104
| +11% | +$120K | 0.05% | 299 |
|
|
2024
Q2 | $1.06M | Buy |
10,216
+939
| +10% | +$97.6K | 0.05% | 293 |
|
|
2024
Q1 | $935K | Sell |
9,277
-20
| -0.2% | -$2.02K | 0.06% | 267 |
|
|
2023
Q4 | $846K | Buy |
9,297
+1,652
| +22% | +$150K | 0.06% | 257 |
|
|
2023
Q3 | $622K | Sell |
7,645
-95
| -1% | -$7.73K | 0.1% | 174 |
|
|
2023
Q2 | $651K | Sell |
7,740
-206
| -3% | -$17.3K | 0.14% | 133 |
|
|
2023
Q1 | $620K | Sell |
7,946
-10,551
| -57% | -$823K | 0.18% | 112 |
|
|
2022
Q4 | $1.33M | Buy |
+18,497
| New | +$1.33M | 0.51% | 32 |
|