RWA 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
Q2 | $935K | Sell |
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|
2025
Q1 | $901K | Sell |
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|
2024
Q4 | $993K | Buy |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $753K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $57K | Buy |
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