MGO One Seven’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 | $1.44M | Buy |
12,436
+843
| +7% | +$97.9K | 0.05% | 411 |
|
|
2025
Q1 | $1.19M | Buy |
11,593
+144
| +1% | +$14.7K | 0.05% | 394 |
|
|
2024
Q4 | $1.26M | Sell |
11,449
-859
| -7% | -$94.7K | 0.05% | 379 |
|
|
2024
Q3 | $1.34M | Sell |
12,308
-790
| -6% | -$85.9K | 0.06% | 333 |
|
|
2024
Q2 | $1.36M | Sell |
13,098
-108
| -0.8% | -$11.2K | 0.06% | 305 |
|
|
2024
Q1 | $1.33M | Buy |
13,206
+425
| +3% | +$42.8K | 0.07% | 288 |
|
|
2023
Q4 | $1.16M | Buy |
+12,781
| New | +$1.16M | 0.07% | 287 |
|
|
2023
Q2 | – | Sell |
-10,464
| Closed | -$816K | – | 821 |
|
|
2023
Q1 | $816K | Buy |
+10,464
| New | +$816K | 0.05% | 339 |
|