Smartleaf Asset Management’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 | $279K | Sell |
2,411
-120
| -5% | -$13.9K | 0.02% | 500 |
|
|
2025
Q1 | $258K | Hold |
2,531
| – | – | 0.02% | 501 |
|
|
2024
Q4 | $281K | Hold |
2,531
| – | – | 0.03% | 452 |
|
|
2024
Q3 | $275K | Sell |
2,531
-304
| -11% | -$33K | 0.03% | 410 |
|
|
2024
Q2 | $296K | Sell |
2,835
-131
| -4% | -$13.7K | 0.05% | 312 |
|
|
2024
Q1 | $299K | Hold |
2,966
| – | – | 0.06% | 283 |
|
|
2023
Q4 | $271K | Buy |
+2,966
| New | +$271K | 0.07% | 271 |
|