JB Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $361K | Sell |
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|
2025
Q2 | $341K | Buy |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $200K | Buy |
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