&Partners’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 | $3.67M | Buy |
31,734
+2,565
| +9% | +$296K | 0.03% | 459 |
|
|
2025
Q1 | $3.04M | Buy |
29,169
+1,530
| +6% | +$159K | 0.03% | 417 |
|
|
2024
Q4 | $3.09M | Buy |
27,639
+22,069
| +396% | +$2.47M | 0.04% | 377 |
|
|
2024
Q3 | $606K | Buy |
5,570
+3
| +0.1% | +$326 | 0.01% | 775 |
|
|
2024
Q2 | $578K | Buy |
+5,567
| New | +$578K | 0.03% | 490 |
|