RA
Rise Advisors’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 | $155K | Buy |
1,330
+3
| +0.2% | +$349 | 0.06% | 111 |
|
|
2025
Q1 | $136K | Buy |
1,327
+3
| +0.2% | +$307 | 0.06% | 118 |
|
|
2024
Q4 | $146K | Buy |
1,324
+4
| +0.3% | +$441 | 0.07% | 107 |
|
|
2024
Q3 | $144K | Buy |
1,320
+4
| +0.3% | +$435 | 0.07% | 115 |
|
|
2024
Q2 | $137K | Buy |
1,316
+3
| +0.2% | +$311 | 0.07% | 118 |
|
|
2024
Q1 | $132K | Buy |
1,313
+3
| +0.2% | +$302 | 0.07% | 121 |
|
|
2023
Q4 | $119K | Buy |
1,310
+189
| +17% | +$17.2K | 0.08% | 92 |
|
|
2023
Q3 | $91.2K | Hold |
1,121
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $94.3K | Buy |
1,121
+3
| +0.3% | +$252 | 0.07% | 106 |
|
|
2023
Q1 | $87.2K | Buy |
1,118
+4
| +0.4% | +$312 | 0.07% | 112 |
|
|
2022
Q4 | $80K | Buy |
1,114
+4
| +0.4% | +$287 | 0.06% | 120 |
|
|
2022
Q3 | $74K | Buy |
1,110
+5
| +0.5% | +$333 | 0.06% | 116 |
|
|
2022
Q2 | $79K | Buy |
1,105
+3
| +0.3% | +$214 | 0.08% | 106 |
|
|
2022
Q1 | $95K | Buy |
1,102
+3
| +0.3% | +$259 | 0.09% | 102 |
|
|
2021
Q4 | $102K | Buy |
+1,099
| New | +$102K | 0.1% | 98 |
|