WFA
West Financial Advisors’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 | $577K | Buy |
4,971
+15
| +0.3% | +$1.74K | 0.1% | 42 |
|
|
2025
Q1 | $508K | Sell |
4,956
-47
| -0.9% | -$4.81K | 0.1% | 43 |
|
|
2024
Q4 | $552K | Buy |
5,003
+131
| +3% | +$14.4K | 0.11% | 42 |
|
|
2024
Q3 | $530K | Sell |
4,872
-182
| -4% | -$19.8K | 0.1% | 42 |
|
|
2024
Q2 | $525K | Buy |
5,054
+364
| +8% | +$37.8K | 0.11% | 42 |
|
|
2024
Q1 | $473K | Sell |
4,690
-15
| -0.3% | -$1.51K | 0.1% | 43 |
|
|
2023
Q4 | $428K | Sell |
4,705
-1,692
| -26% | -$154K | 0.1% | 44 |
|
|
2023
Q3 | $521K | Hold |
6,397
| – | – | 0.13% | 41 |
|
|
2023
Q2 | $538K | Sell |
6,397
-39
| -0.6% | -$3.28K | 0.13% | 38 |
|
|
2023
Q1 | $502K | Sell |
6,436
-123
| -2% | -$9.59K | 0.13% | 36 |
|
|
2022
Q4 | $471K | Hold |
6,559
| – | – | 0.13% | 37 |
|
|
2022
Q3 | $439K | Buy |
6,559
+109
| +2% | +$7.3K | 0.13% | 40 |
|
|
2022
Q2 | $464K | Hold |
6,450
| – | – | 0.13% | 37 |
|
|
2022
Q1 | $559K | Buy |
6,450
+15
| +0.2% | +$1.3K | 0.15% | 37 |
|
|
2021
Q4 | $598K | Sell |
6,435
-271
| -4% | -$25.2K | 0.16% | 36 |
|
|
2021
Q3 | $558K | Buy |
6,706
+1,117
| +20% | +$92.9K | 0.16% | 34 |
|
|
2021
Q2 | $463K | Buy |
5,589
+1,032
| +23% | +$85.5K | 0.14% | 32 |
|
|
2021
Q1 | $348K | Hold |
4,557
| – | – | 0.12% | 40 |
|
|
2020
Q4 | $326K | Buy |
+4,557
| New | +$326K | 0.12% | 40 |
|