Wealth Architects’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 | $425K | Hold |
3,662
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $375K | Hold |
3,662
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $404K | Hold |
3,662
| – | – | 0.05% | 144 |
|
|
2024
Q3 | $398K | Sell |
3,662
-2,390
| -39% | -$260K | 0.05% | 140 |
|
|
2024
Q2 | $628K | Buy |
6,052
+2,860
| +90% | +$297K | 0.08% | 106 |
|
|
2024
Q1 | $322K | Buy |
+3,192
| New | +$322K | 0.04% | 153 |
|