Kathmere Capital 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 | $733K | Sell |
6,310
-2,801
| -31% | -$325K | 0.06% | 210 |
|
|
2025
Q1 | $933K | Sell |
9,111
-591
| -6% | -$60.5K | 0.08% | 153 |
|
|
2024
Q4 | $1.07M | Buy |
9,702
+2,835
| +41% | +$313K | 0.1% | 132 |
|
|
2024
Q3 | $747K | Hold |
6,867
| – | – | 0.07% | 155 |
|
|
2024
Q2 | $713K | Hold |
6,867
| – | – | 0.08% | 140 |
|
|
2024
Q1 | $692K | Buy |
+6,867
| New | +$692K | 0.08% | 135 |
|