Topel & Distasi Wealth 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 | $3M | Buy |
25,866
+899
| +4% | +$104K | 1.58% | 23 |
|
|
2025
Q1 | $2.56M | Buy |
24,967
+4,607
| +23% | +$472K | 1.19% | 25 |
|
|
2024
Q4 | $2.24M | Sell |
20,360
-155
| -0.8% | -$17.1K | 0.96% | 30 |
|
|
2024
Q3 | $2.23M | Buy |
20,515
+571
| +3% | +$62.1K | 0.93% | 31 |
|
|
2024
Q2 | $2.07M | Sell |
19,944
-106
| -0.5% | -$11K | 0.91% | 31 |
|
|
2024
Q1 | $2.02M | Buy |
20,050
+134
| +0.7% | +$13.5K | 0.89% | 31 |
|
|
2023
Q4 | $1.81M | Sell |
19,916
-796
| -4% | -$72.5K | 0.86% | 33 |
|
|
2023
Q3 | $1.69M | Buy |
20,712
+1,388
| +7% | +$113K | 0.88% | 33 |
|
|
2023
Q2 | $1.63M | Hold |
19,324
| – | – | 0.82% | 35 |
|
|
2023
Q1 | $1.51M | Buy |
19,324
+3,920
| +25% | +$306K | 0.79% | 35 |
|
|
2022
Q4 | $1.11M | Buy |
15,404
+82
| +0.5% | +$5.89K | 0.62% | 36 |
|
|
2022
Q3 | $1.13M | Sell |
15,322
-582
| -4% | -$43K | 0.63% | 38 |
|
|
2022
Q2 | $1.14M | Buy |
15,904
+1,030
| +7% | +$74K | 0.66% | 36 |
|
|
2022
Q1 | $1.29M | Buy |
14,874
+1,163
| +8% | +$101K | 0.54% | 42 |
|
|
2021
Q4 | $1.27M | Buy |
+13,711
| New | +$1.27M | 0.52% | 44 |
|