MSG
Main Street Group’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 | $1.19M | Hold |
10,216
| – | – | 0.39% | 31 |
|
|
2025
Q1 | $1.05M | Buy |
10,216
+864
| +9% | +$88.5K | 0.4% | 30 |
|
|
2024
Q4 | $1.03M | Buy |
9,352
+1,443
| +18% | +$159K | 0.38% | 29 |
|
|
2024
Q3 | $860K | Hold |
7,909
| – | – | 0.34% | 34 |
|
|
2024
Q2 | $822K | Hold |
7,909
| – | – | 0.34% | 32 |
|
|
2024
Q1 | $797K | Buy |
7,909
+10
| +0.1% | +$1.01K | 0.35% | 35 |
|
|
2023
Q4 | $719K | Buy |
+7,899
| New | +$719K | 0.25% | 45 |
|