FTWA
Fifth Third Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Sell |
67,036
-50
| -0.1% | -$5.81K | 0.33% | 51 |
|
|
2025
Q1 | $6.87M | Hold |
67,086
| – | – | 0.36% | 45 |
|
|
2024
Q4 | $7.4M | Buy |
67,086
+8,852
| +15% | +$976K | 0.4% | 38 |
|
|
2024
Q3 | $6.34M | Buy |
58,234
+6,625
| +13% | +$721K | 0.39% | 43 |
|
|
2024
Q2 | $5.36M | Buy |
51,609
+294
| +0.6% | +$30.5K | 0.41% | 39 |
|
|
2024
Q1 | $5.17M | Buy |
51,315
+47,815
| +1,366% | +$4.82M | 0.81% | 19 |
|
|
2023
Q4 | $319K | Buy |
+3,500
| New | +$319K | 0.1% | 141 |
|