Midland Wealth Advisors’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 | $462K | Sell |
3,973
-610
| -13% | -$70.9K | 0.03% | 124 |
|
|
2025
Q1 | $469K | Sell |
4,583
-25
| -0.5% | -$2.56K | 0.03% | 132 |
|
|
2024
Q4 | $508K | Hold |
4,608
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $501K | Sell |
4,608
-98
| -2% | -$10.7K | 0.03% | 137 |
|
|
2024
Q2 | $489K | Hold |
4,706
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $474K | Buy |
4,706
+544
| +13% | +$54.8K | 0.03% | 139 |
|
|
2023
Q4 | $379K | Buy |
+4,162
| New | +$379K | 0.03% | 149 |
|