Mission Creek Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$548K Hold
2025
Q2
$506K Sell
2025
Q1
$493K Sell
2024
Q4
$621K Sell
2024
Q3
$647K Sell
2024
Q2
$619K Sell
2024
Q1
$841K Sell
2023
Q4
$799K Sell
2023
Q3
$717K Buy
2023
Q2
$557K Buy