Hilltop Wealth Advisors’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 | $380K | Hold |
3,268
| – | – | 0.21% | 34 |
|
|
2025
Q1 | $335K | Hold |
3,268
| – | – | 0.19% | 37 |
|
|
2024
Q4 | $360K | Hold |
3,268
| – | – | 0.18% | 35 |
|
|
2024
Q3 | $356K | Hold |
3,268
| – | – | 0.17% | 38 |
|
|
2024
Q2 | $339K | Hold |
3,268
| – | – | 0.17% | 39 |
|
|
2024
Q1 | $329K | Hold |
3,268
| – | – | 0.17% | 39 |
|
|
2023
Q4 | $298K | Hold |
3,268
| – | – | 0.17% | 33 |
|
|
2023
Q3 | $266K | Hold |
3,268
| – | – | 0.21% | 30 |
|
|
2023
Q2 | $275K | Buy |
+3,268
| New | +$275K | 0.2% | 29 |
|