SWM
SigFig Wealth Management’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 | $2.31M | Sell |
19,967
-28
| -0.1% | -$3.24K | 0.08% | 80 |
|
|
2025
Q1 | $2.04M | Sell |
19,995
-96
| -0.5% | -$9.79K | 0.07% | 80 |
|
|
2024
Q4 | $2.23M | Sell |
20,091
-830
| -4% | -$92K | 0.08% | 77 |
|
|
2024
Q3 | $2.27M | Sell |
20,921
-419
| -2% | -$45.5K | 0.08% | 77 |
|
|
2024
Q2 | $2.22M | Buy |
21,340
+989
| +5% | +$103K | 0.08% | 75 |
|
|
2024
Q1 | $2.05M | Sell |
20,351
-85
| -0.4% | -$8.57K | 0.08% | 78 |
|
|
2023
Q4 | $1.86M | Buy |
20,436
+2,909
| +17% | +$265K | 0.07% | 81 |
|
|
2023
Q3 | $1.43M | Sell |
17,527
-1,711
| -9% | -$139K | 0.06% | 87 |
|
|
2023
Q2 | $1.6M | Buy |
19,238
+40
| +0.2% | +$3.33K | 0.06% | 79 |
|
|
2023
Q1 | $1.5M | Sell |
19,198
-3,428
| -15% | -$267K | 0.08% | 74 |
|
|
2022
Q4 | $706K | Buy |
22,626
+1,807
| +9% | +$56.4K | 0.04% | 90 |
|
|
2022
Q3 | $560K | Sell |
20,819
-70
| -0.3% | -$1.88K | 0.03% | 85 |
|
|
2022
Q2 | $532K | Buy |
20,889
+12,641
| +153% | +$322K | 0.03% | 84 |
|
|
2022
Q1 | $345K | Buy |
8,248
+5,533
| +204% | +$231K | 0.02% | 82 |
|
|
2021
Q4 | $250K | Buy |
+2,715
| New | +$250K | 0.01% | 82 |
|
|
2021
Q3 | – | Sell |
-2,538
| Closed | -$210K | – | 81 |
|
|
2021
Q2 | $210K | Buy |
+2,538
| New | +$210K | 0.01% | 81 |
|