Wealthfront Advisers’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 | $2.37M | Sell |
20,423
-88
| -0.4% | -$10.2K | 0.01% | 537 |
|
|
2025
Q1 | $2.1M | Sell |
20,511
-5,175
| -20% | -$530K | 0.01% | 524 |
|
|
2024
Q4 | $2.83M | Buy |
25,686
+4,926
| +24% | +$543K | 0.01% | 447 |
|
|
2024
Q3 | $2.26M | Buy |
20,760
+351
| +2% | +$38.2K | 0.01% | 475 |
|
|
2024
Q2 | $2.12M | Buy |
20,409
+930
| +5% | +$96.6K | 0.01% | 468 |
|
|
2024
Q1 | $1.96M | Buy |
19,479
+1,719
| +10% | +$173K | 0.01% | 488 |
|
|
2023
Q4 | $1.62M | Buy |
17,760
+621
| +4% | +$56.5K | 0.01% | 508 |
|
|
2023
Q3 | $1.4M | Buy |
17,139
+10
| +0.1% | +$814 | 0.01% | 496 |
|
|
2023
Q2 | $1.44M | Sell |
17,129
-965
| -5% | -$81.2K | 0.01% | 485 |
|
|
2023
Q1 | $1.41M | Sell |
18,094
-619
| -3% | -$48.3K | 0.01% | 471 |
|
|
2022
Q4 | $1.34M | Sell |
18,713
-2,231
| -11% | -$160K | 0.01% | 471 |
|
|
2022
Q3 | $1.4M | Buy |
20,944
+1,677
| +9% | +$112K | 0.01% | 434 |
|
|
2022
Q2 | $1.39M | Buy |
19,267
+2,389
| +14% | +$172K | 0.01% | 439 |
|
|
2022
Q1 | $1.46M | Buy |
16,878
+8,198
| +94% | +$710K | 0.01% | 461 |
|
|
2021
Q4 | $807K | Buy |
8,680
+2,890
| +50% | +$269K | ﹤0.01% | 517 |
|
|
2021
Q3 | $482K | Buy |
+5,790
| New | +$482K | ﹤0.01% | 564 |
|