TCM
TruNorth Capital 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 | $389K | Hold |
3,349
| – | – | 0.09% | 65 |
|
|
2025
Q1 | $343K | Hold |
3,349
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $369K | Hold |
3,349
| – | – | 0.1% | 52 |
|
|
2024
Q3 | $364K | Hold |
3,349
| – | – | 0.11% | 49 |
|
|
2024
Q2 | $348K | Hold |
3,349
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $338K | Buy |
+3,349
| New | +$338K | 0.12% | 47 |
|