GA
Goldstein 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 | $355K | Sell |
3,052
-3
| -0.1% | -$348 | 0.05% | 116 |
|
|
2025
Q1 | $313K | Buy |
3,055
+33
| +1% | +$3.38K | 0.05% | 137 |
|
|
2024
Q4 | $333K | Sell |
3,022
-70
| -2% | -$7.72K | 0.05% | 122 |
|
|
2024
Q3 | $336K | Sell |
3,092
-45
| -1% | -$4.9K | 0.05% | 114 |
|
|
2024
Q2 | $326K | Sell |
3,137
-30
| -0.9% | -$3.12K | 0.05% | 106 |
|
|
2024
Q1 | $319K | Sell |
3,167
-29
| -0.9% | -$2.92K | 0.05% | 106 |
|
|
2023
Q4 | $291K | Sell |
3,196
-326
| -9% | -$29.7K | 0.05% | 140 |
|
|
2023
Q3 | $287K | Sell |
3,522
-65
| -2% | -$5.29K | 0.06% | 109 |
|
|
2023
Q2 | $302K | Buy |
3,587
+226
| +7% | +$19K | 0.06% | 103 |
|
|
2023
Q1 | $262K | Buy |
3,361
+404
| +14% | +$31.5K | 0.06% | 111 |
|
|
2022
Q4 | $212K | Buy |
+2,957
| New | +$212K | 0.05% | 130 |
|