KFA Private Wealth Group’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 | $422K | Sell |
3,629
-344
| -9% | -$40K | 0.13% | 81 |
|
|
2025
Q1 | $407K | Buy |
3,973
+5
| +0.1% | +$512 | 0.14% | 71 |
|
|
2024
Q4 | $437K | Buy |
3,968
+318
| +9% | +$35.1K | 0.18% | 53 |
|
|
2024
Q3 | $397K | Sell |
3,650
-845
| -19% | -$91.9K | 0.19% | 55 |
|
|
2024
Q2 | $467K | Buy |
4,495
+6
| +0.1% | +$623 | 0.24% | 46 |
|
|
2024
Q1 | $453K | Buy |
4,489
+857
| +24% | +$86.4K | 0.14% | 64 |
|
|
2023
Q4 | $331K | Buy |
3,632
+19
| +0.5% | +$1.73K | 0.12% | 69 |
|
|
2023
Q3 | $294K | Hold |
3,613
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $304K | Buy |
3,613
+5
| +0.1% | +$421 | 0.13% | 60 |
|
|
2023
Q1 | $281K | Buy |
3,608
+9
| +0.3% | +$702 | 0.13% | 65 |
|
|
2022
Q4 | $258K | Buy |
3,599
+10
| +0.3% | +$718 | 0.13% | 59 |
|
|
2022
Q3 | $240K | Buy |
3,589
+214
| +6% | +$14.3K | 0.13% | 60 |
|
|
2022
Q2 | $243K | Buy |
3,375
+213
| +7% | +$15.3K | 0.13% | 60 |
|
|
2022
Q1 | $274K | Buy |
3,162
+7
| +0.2% | +$607 | 0.14% | 62 |
|
|
2021
Q4 | $293K | Buy |
3,155
+330
| +12% | +$30.6K | 0.15% | 60 |
|
|
2021
Q3 | $235K | Buy |
2,825
+210
| +8% | +$17.5K | 0.13% | 67 |
|
|
2021
Q2 | $217K | Sell |
2,615
-409
| -14% | -$33.9K | 0.12% | 68 |
|
|
2021
Q1 | $231K | Buy |
3,024
+8
| +0.3% | +$611 | 0.13% | 71 |
|
|
2020
Q4 | $216K | Buy |
+3,016
| New | +$216K | 0.14% | 66 |
|