MIM
Macroview Investment Management’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 | $303K | Buy |
+2,607
| New | +$303K | 0.25% | 72 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$4.31K | – | 214 |
|
|
2024
Q3 | $4.31K | Buy |
40
+1
| +3% | +$108 | ﹤0.01% | 389 |
|
|
2024
Q2 | $4.1K | Hold |
39
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $3.97K | Hold |
39
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $3.58K | Hold |
39
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $3.18K | Hold |
39
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $3.28K | Hold |
39
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $3.04K | Hold |
39
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $2.8K | Hold |
39
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 338 |
|