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ACG Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

ACG Wealth’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,141
Closed -$82K – 424
2022
Q2 		$82K Buy
+1,141
New +$82K 0.02% 361