JSF Financial’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 | $210K | Sell |
1,812
-2,274
| -56% | -$264K | 0.05% | 125 |
|
|
2025
Q1 | $418K | Sell |
4,086
-73
| -2% | -$7.48K | 0.11% | 87 |
|
|
2024
Q4 | $459K | Sell |
4,159
-73
| -2% | -$8.05K | 0.12% | 86 |
|
|
2024
Q3 | $460K | Buy |
4,232
+101
| +2% | +$11K | 0.13% | 76 |
|
|
2024
Q2 | $429K | Buy |
4,131
+563
| +16% | +$58.5K | 0.13% | 76 |
|
|
2024
Q1 | $360K | Buy |
+3,568
| New | +$360K | 0.11% | 83 |
|