HB Wealth Management’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 | $2.23M | Hold |
19,226
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $1.97M | Hold |
19,226
| – | – | 0.02% | 378 |
|
|
2024
Q4 | $2.12M | Hold |
19,226
| – | – | 0.02% | 274 |
|
|
2024
Q3 | $2.09M | Hold |
19,226
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $2M | Hold |
19,226
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $1.94M | Buy |
19,226
+26
| +0.1% | +$2.62K | 0.02% | 253 |
|
|
2023
Q4 | $1.75M | Hold |
19,200
| – | – | 0.03% | 245 |
|
|
2023
Q3 | $1.56M | Hold |
19,200
| – | – | 0.03% | 242 |
|
|
2023
Q2 | $1.62M | Hold |
19,200
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $1.5M | Hold |
19,200
| – | – | 0.03% | 233 |
|
|
2022
Q4 | $1.38M | Hold |
19,200
| – | – | 0.03% | 239 |
|
|
2022
Q3 | $1.29M | Hold |
19,200
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $1.38M | Hold |
19,200
| – | – | 0.03% | 211 |
|
|
2022
Q1 | $1.66M | Buy |
+19,200
| New | +$1.66M | 0.03% | 202 |
|