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1 North Wealth Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

1 North Wealth Services’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.67K Hold
55
– – ﹤0.01% 178
2025
Q4 		$7.09K Hold
55
– – ﹤0.01% 180
2025
Q3 		$6.93K Hold
55
– – ﹤0.01% 169
2025
Q2 		$6.39K Hold
55
– – ﹤0.01% 177
2025
Q1 		$5.63K Buy
+55
New +$6K ﹤0.01% 183

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