VERITY Wealth Advisors’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 | $848K | Hold |
7,299
| – | – | 0.57% | 35 |
|
|
2025
Q1 | $747K | Hold |
7,299
| – | – | 0.55% | 35 |
|
|
2024
Q4 | $805K | Hold |
7,299
| – | – | 0.58% | 34 |
|
|
2024
Q3 | $794K | Hold |
7,299
| – | – | 0.56% | 36 |
|
|
2024
Q2 | $758K | Hold |
7,299
| – | – | 0.57% | 35 |
|
|
2024
Q1 | $736K | Hold |
7,299
| – | – | 0.56% | 37 |
|
|
2023
Q4 | $665K | Hold |
7,299
| – | – | 0.57% | 35 |
|
|
2023
Q3 | $594K | Sell |
7,299
-16
| -0.2% | -$1.3K | 0.56% | 35 |
|
|
2023
Q2 | $616K | Hold |
7,315
| – | – | 0.55% | 36 |
|
|
2023
Q1 | $570K | Hold |
7,315
| – | – | 0.53% | 35 |
|
|
2022
Q4 | $525K | Hold |
7,315
| – | – | 0.52% | 40 |
|
|
2022
Q3 | $490K | Buy |
7,315
+1,397
| +24% | +$93.6K | 0.5% | 41 |
|
|
2022
Q2 | $426K | Hold |
5,918
| – | – | 0.41% | 44 |
|
|
2022
Q1 | $513K | Hold |
5,918
| – | – | 0.45% | 38 |
|
|
2021
Q4 | $550K | Hold |
5,918
| – | – | 0.46% | 36 |
|
|
2021
Q3 | $492K | Buy |
5,918
+36
| +0.6% | +$2.99K | 0.44% | 40 |
|
|
2021
Q2 | $487K | Sell |
5,882
-869
| -13% | -$71.9K | 0.44% | 39 |
|
|
2021
Q1 | $516K | Hold |
6,751
| – | – | 0.46% | 35 |
|
|
2020
Q4 | $483K | Buy |
6,751
+2,527
| +60% | +$181K | 0.44% | 34 |
|
|
2020
Q3 | $270K | Hold |
4,224
| – | – | 0.28% | 44 |
|
|
2020
Q2 | $249K | Hold |
4,224
| – | – | 0.27% | 43 |
|
|
2020
Q1 | $206K | Hold |
4,224
| – | – | 0.28% | 43 |
|
|
2019
Q4 | $254K | Hold |
4,224
| – | – | 0.24% | 47 |
|
|
2019
Q3 | $234K | Hold |
4,224
| – | – | 0.23% | 49 |
|
|
2019
Q2 | $231K | Hold |
4,224
| – | – | 0.23% | 49 |
|
|
2019
Q1 | $223K | Buy |
+4,224
| New | +$223K | 0.23% | 49 |
|