55I LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

55I LLC’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
2022 Q3	$11M	Sell
2022 Q2	$12.8M	Buy
2022 Q1	$5.42M	Buy
2021 Q4	$2.58M	Buy
2021 Q3	$1.5M	Sell
2021 Q2	$3.06M	Buy
2021 Q1	$2.77M	Buy
2020 Q4	$2.4M	Buy
2020 Q3	$1.67M	Buy
2020 Q2	$1.34M	Buy