Maia Wealth’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 | $917K | Buy |
7,896
+5
| +0.1% | +$581 | 0.17% | 140 |
|
|
2025
Q1 | $785K | Sell |
7,891
-596
| -7% | -$59.3K | 0.18% | 128 |
|
|
2024
Q4 | $950K | Buy |
8,487
+158
| +2% | +$17.7K | 0.2% | 106 |
|
|
2024
Q3 | $915K | Sell |
8,329
-89
| -1% | -$9.77K | 0.23% | 96 |
|
|
2024
Q2 | $902K | Buy |
+8,418
| New | +$902K | 0.27% | 78 |
|
|
2023
Q4 | $674K | Buy |
+7,402
| New | +$674K | 0.27% | 71 |
|