World Investment 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 | $1.03M | Sell |
8,843
-327
| -4% | -$38K | 0.02% | 514 |
|
|
2025
Q1 | $939K | Buy |
9,170
+740
| +9% | +$75.8K | 0.02% | 529 |
|
|
2024
Q4 | $929K | Sell |
8,430
-318
| -4% | -$35.1K | 0.03% | 489 |
|
|
2024
Q3 | $952K | Sell |
8,748
-1,232
| -12% | -$134K | 0.03% | 440 |
|
|
2024
Q2 | $1.04M | Buy |
9,980
+159
| +2% | +$16.5K | 0.06% | 266 |
|
|
2024
Q1 | $990K | Sell |
9,821
-362
| -4% | -$36.5K | 0.14% | 139 |
|
|
2023
Q4 | $927K | Buy |
10,183
+1,592
| +19% | +$145K | 0.12% | 150 |
|
|
2023
Q3 | $702K | Sell |
8,591
-162
| -2% | -$13.2K | 0.14% | 117 |
|
|
2023
Q2 | $737K | Sell |
8,753
-590
| -6% | -$49.7K | 0.14% | 109 |
|
|
2023
Q1 | $729K | Buy |
9,343
+2,636
| +39% | +$206K | 0.15% | 104 |
|
|
2022
Q4 | $482K | Buy |
6,707
+1,043
| +18% | +$74.9K | 0.11% | 130 |
|
|
2022
Q3 | $379K | Buy |
5,664
+1,388
| +32% | +$92.9K | 0.09% | 159 |
|
|
2022
Q2 | $337K | Buy |
+4,276
| New | +$337K | 0.07% | 184 |
|