Fielder Capital Group’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 | $391K | Sell |
3,365
-1,601
| -32% | -$186K | 0.1% | 128 |
|
|
2025
Q1 | $509K | Hold |
4,966
| – | – | 0.15% | 91 |
|
|
2024
Q4 | $548K | Hold |
4,966
| – | – | 0.17% | 92 |
|
|
2024
Q3 | $540K | Hold |
4,966
| – | – | 0.18% | 82 |
|
|
2024
Q2 | $516K | Hold |
4,966
| – | – | 0.2% | 76 |
|
|
2024
Q1 | $501K | Sell |
4,966
-2,748
| -36% | -$277K | 0.22% | 70 |
|
|
2023
Q4 | $702K | Buy |
+7,714
| New | +$702K | 0.42% | 49 |
|