SAI
Savvy Advisors Inc’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 | $796K | Buy |
6,854
+337
| +5% | +$39.1K | 0.05% | 258 |
|
|
2025
Q1 | $667K | Sell |
6,517
-229
| -3% | -$23.5K | 0.07% | 232 |
|
|
2024
Q4 | $744K | Buy |
6,746
+3,334
| +98% | +$368K | 0.09% | 187 |
|
|
2024
Q3 | $371K | Buy |
3,412
+112
| +3% | +$12.2K | 0.08% | 222 |
|
|
2024
Q2 | $343K | Buy |
+3,300
| New | +$343K | 0.11% | 193 |
|