1NWS
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.39K Hold
55
– – ﹤0.01% 177
2025
Q1 		$5.63K Buy
+55
New +$5.63K ﹤0.01% 183