MPW
MA Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
11,343
| – | – | 0.24% | 41 |
|
|
2025
Q1 | $1.16M | Hold |
11,343
| – | – | 0.22% | 39 |
|
|
2024
Q4 | $1.25M | Buy |
11,343
+65
| +0.6% | +$7.17K | 0.23% | 36 |
|
|
2024
Q3 | $1.23M | Sell |
11,278
-732
| -6% | -$79.6K | 0.23% | 37 |
|
|
2024
Q2 | $1.25M | Hold |
12,010
| – | – | 0.25% | 37 |
|
|
2024
Q1 | $1.21M | Hold |
12,010
| – | – | 0.25% | 39 |
|
|
2023
Q4 | $1.09M | Sell |
12,010
-1,069
| -8% | -$97.3K | 0.23% | 42 |
|
|
2023
Q3 | $1.06M | Hold |
13,079
| – | – | 0.25% | 41 |
|
|
2023
Q2 | $1.1M | Buy |
13,079
+9
| +0.1% | +$758 | 0.26% | 40 |
|
|
2023
Q1 | $1.02M | Buy |
13,070
+3,817
| +41% | +$298K | 0.25% | 41 |
|
|
2022
Q4 | $664K | Buy |
9,253
+2,390
| +35% | +$172K | 0.16% | 47 |
|
|
2022
Q3 | $480K | Buy |
+6,863
| New | +$480K | 0.12% | 54 |
|