Keel Point’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 | $298K | Hold |
2,564
| – | – | 0.02% | 397 |
|
|
2025
Q1 | $263K | Hold |
2,564
| – | – | 0.02% | 375 |
|
|
2024
Q4 | $283K | Hold |
2,564
| – | – | 0.02% | 334 |
|
|
2024
Q3 | $279K | Hold |
2,564
| – | – | 0.02% | 338 |
|
|
2024
Q2 | $263K | Hold |
2,564
| – | – | 0.02% | 344 |
|
|
2024
Q1 | $258K | Hold |
2,564
| – | – | 0.03% | 318 |
|
|
2023
Q4 | $233K | Sell |
2,564
-537
| -17% | -$48.9K | 0.03% | 300 |
|
|
2023
Q3 | $252K | Buy |
+3,101
| New | +$252K | 0.03% | 261 |
|