Revolve Wealth 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 | $2.2M | Sell |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $215K | Buy |
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