RWP
Revolve Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
17,896
+583
| +3% | +$67.7K | 0.27% | 55 |
|
|
2025
Q1 | $1.77M | Buy |
17,313
+645
| +4% | +$66.1K | 0.26% | 58 |
|
|
2024
Q4 | $1.84M | Buy |
16,668
+119
| +0.7% | +$13.1K | 0.27% | 59 |
|
|
2024
Q3 | $1.8M | Buy |
16,549
+606
| +4% | +$65.9K | 0.27% | 55 |
|
|
2024
Q2 | $1.66M | Buy |
15,943
+1,653
| +12% | +$172K | 0.27% | 54 |
|
|
2024
Q1 | $1.44M | Buy |
14,290
+759
| +6% | +$76.5K | 0.25% | 56 |
|
|
2023
Q4 | $1.23M | Buy |
13,531
+4,203
| +45% | +$383K | 0.24% | 56 |
|
|
2023
Q3 | $759K | Buy |
9,328
+300
| +3% | +$24.4K | 0.17% | 65 |
|
|
2023
Q2 | $760K | Buy |
9,028
+834
| +10% | +$70.2K | 0.18% | 65 |
|
|
2023
Q1 | $639K | Buy |
8,194
+600
| +8% | +$46.8K | 0.16% | 73 |
|
|
2022
Q4 | $545K | Buy |
7,594
+1,267
| +20% | +$91K | 0.16% | 74 |
|
|
2022
Q3 | $424K | Buy |
6,327
+3,335
| +111% | +$223K | 0.14% | 77 |
|
|
2022
Q2 | $215K | Buy |
+2,992
| New | +$215K | 0.07% | 126 |
|