RDFA
Ritter Daniher Financial Advisory’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 | $290K | Sell |
2,500
-500
| -17% | -$58.1K | 0.07% | 73 |
|
|
2025
Q1 | $307K | Hold |
3,000
| – | – | 0.08% | 71 |
|
|
2024
Q4 | $331K | Hold |
3,000
| – | – | 0.09% | 64 |
|
|
2024
Q3 | $326K | Hold |
3,000
| – | – | 0.09% | 64 |
|
|
2024
Q2 | $312K | Hold |
3,000
| – | – | 0.1% | 61 |
|
|
2024
Q1 | $302K | Hold |
3,000
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $273K | Hold |
3,000
| – | – | 0.1% | 64 |
|
|
2023
Q3 | $244K | Hold |
3,000
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $253K | Hold |
3,000
| – | – | 0.1% | 63 |
|
|
2023
Q1 | $234K | Hold |
3,000
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $215K | Hold |
3,000
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $201K | Hold |
3,000
| – | – | 0.14% | 66 |
|
|
2022
Q2 | $216K | Hold |
3,000
| – | – | 0.15% | 60 |
|
|
2022
Q1 | $260K | Hold |
3,000
| – | – | 0.18% | 52 |
|
|
2021
Q4 | $279K | Hold |
3,000
| – | – | 0.19% | 49 |
|
|
2021
Q3 | $250K | Hold |
3,000
| – | – | 0.18% | 51 |
|
|
2021
Q2 | $248K | Hold |
3,000
| – | – | 0.18% | 49 |
|
|
2021
Q1 | $229K | Hold |
3,000
| – | – | 0.18% | 48 |
|
|
2020
Q4 | $215K | Buy |
+3,000
| New | +$215K | 0.19% | 48 |
|