Sapient Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Hold |
23,380
| – | – | 0.05% | 124 |
|
|
2025
Q1 | $2.39M | Buy |
23,380
+233
| +1% | +$23.9K | 0.05% | 133 |
|
|
2024
Q4 | $2.55M | Hold |
23,147
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $2.52M | Buy |
23,147
+20,670
| +834% | +$2.25M | 0.05% | 128 |
|
|
2024
Q2 | $257K | Hold |
2,477
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $250K | Hold |
2,477
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $226K | Buy |
+2,477
| New | +$226K | 0.01% | 351 |
|