Joel Isaacson & Co’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 | $519K | Hold |
4,464
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $457K | Hold |
4,464
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $492K | Hold |
4,464
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $486K | Hold |
4,464
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $464K | Hold |
4,464
| – | – | 0.02% | 223 |
|
|
2024
Q1 | $450K | Hold |
4,464
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $406K | Hold |
4,464
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $363K | Hold |
4,464
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $376K | Hold |
4,464
| – | – | 0.03% | 225 |
|
|
2023
Q1 | $348K | Hold |
4,464
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $320K | Hold |
4,464
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $299K | Hold |
4,464
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $321K | Hold |
4,464
| – | – | 0.03% | 223 |
|
|
2022
Q1 | $369K | Buy |
+4,464
| New | +$369K | 0.03% | 222 |
|