Mesirow Financial Investment Management’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 | $594K | Sell |
5,112
-253
| -5% | -$29.4K | 0.01% | 331 |
|
|
2025
Q1 | $550K | Buy |
5,365
+12
| +0.2% | +$1.23K | 0.01% | 336 |
|
|
2024
Q4 | $590K | Buy |
5,353
+15
| +0.3% | +$1.65K | 0.01% | 331 |
|
|
2024
Q3 | $581K | Sell |
5,338
-473
| -8% | -$51.5K | 0.01% | 340 |
|
|
2024
Q2 | $604K | Buy |
5,811
+5
| +0.1% | +$520 | 0.01% | 307 |
|
|
2024
Q1 | $585K | Sell |
5,806
-654
| -10% | -$65.9K | 0.01% | 317 |
|
|
2023
Q4 | $588K | Buy |
+6,460
| New | +$588K | 0.02% | 290 |
|