MRA Advisory Group’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 | $334K | Buy |
2,874
+396
| +16% | +$46K | 0.16% | 92 |
|
|
2025
Q1 | $254K | Sell |
2,478
-200
| -7% | -$20.5K | 0.14% | 98 |
|
|
2024
Q4 | $295K | Buy |
2,678
+137
| +5% | +$15.1K | 0.16% | 76 |
|
|
2024
Q3 | $276K | Buy |
2,541
+288
| +13% | +$31.3K | 0.15% | 73 |
|
|
2024
Q2 | $234K | Buy |
2,253
+29
| +1% | +$3.01K | 0.13% | 88 |
|
|
2024
Q1 | $224K | Sell |
2,224
-114
| -5% | -$11.5K | 0.13% | 89 |
|
|
2023
Q4 | $213K | Buy |
+2,338
| New | +$213K | 0.14% | 90 |
|