Focus Partners 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 | $9.47M | Buy |
81,495
+32,374
| +66% | +$3.76M | 0.02% | 511 |
|
|
2025
Q1 | $5.03M | Sell |
49,121
-19,176
| -28% | -$1.96M | 0.01% | 621 |
|
|
2024
Q4 | $7.53M | Buy |
68,297
+27,279
| +67% | +$3.01M | 0.02% | 524 |
|
|
2024
Q3 | $4.46M | Sell |
41,018
-60,886
| -60% | -$6.62M | 0.01% | 585 |
|
|
2024
Q2 | $10.6M | Buy |
101,904
+52,566
| +107% | +$5.46M | 0.04% | 380 |
|
|
2024
Q1 | $4.97M | Buy |
49,338
+12,459
| +34% | +$1.26M | 0.04% | 323 |
|
|
2023
Q4 | $3.36M | Buy |
+36,879
| New | +$3.36M | 0.04% | 278 |
|