Simplicity Wealth’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 | – | Sell |
-2,368
| Closed | -$242K | – | 613 |
|
|
2025
Q1 | $242K | Buy |
+2,368
| New | +$242K | 0.02% | 475 |
|
|
2024
Q4 | – | Sell |
-2,022
| Closed | -$220K | – | 388 |
|
|
2024
Q3 | $220K | Sell |
2,022
-98
| -5% | -$10.7K | 0.02% | 461 |
|
|
2024
Q2 | $220K | Buy |
2,120
+102
| +5% | +$10.6K | 0.01% | 1070 |
|
|
2024
Q1 | $203K | Buy |
+2,018
| New | +$203K | ﹤0.01% | 1067 |
|