Acropolis Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Acropolis Investment Management’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	$931K	Sell	8,018 -115	-1%	-$13.4K	0.05%	104
2025 Q1	$833K	Hold	8,133	–	–	0.05%	105
2024 Q4	$897K	Sell	8,133 -53	-0.6%	-$5.84K	0.05%	106
2024 Q3	$891K	Sell	8,186 -235	-3%	-$25.6K	0.05%	103
2024 Q2	$875K	Hold	8,421	–	–	0.06%	106
2024 Q1	$849K	Sell	8,421 -650	-7%	-$65.5K	0.06%	106
2023 Q4	$826K	Buy	9,071 +1,125	+14%	+$102K	0.06%	104
2023 Q3	$647K	Hold	7,946	–	–	0.05%	118
2023 Q2	$669K	Buy	7,946 +650	+9%	+$54.7K	0.05%	117
2023 Q1	$569K	Sell	7,296 -280	-4%	-$21.8K	0.05%	128
2022 Q4	$544K	Hold	7,576	–	–	0.05%	119
2022 Q3	$507K	Hold	7,576	–	–	0.05%	119
2022 Q2	$545K	Hold	7,576	–	–	0.05%	118
2022 Q1	$656K	Hold	7,576	–	–	0.06%	114
2021 Q4	$704K	Sell	7,576 -290	-4%	-$26.9K	0.06%	107
2021 Q3	$650K	Hold	7,866	–	–	0.08%	109
2021 Q2	$652K	Hold	7,866	–	–	0.06%	107
2021 Q1	$601K	Sell	7,866 -338	-4%	-$25.8K	0.06%	109
2020 Q4	$587K	Sell	8,204 -1,840	-18%	-$132K	0.06%	100
2020 Q3	$643K	Buy	10,044 +1,420	+16%	+$90.9K	0.08%	88
2020 Q2	$509K	Hold	8,624	–	–	0.07%	96
2020 Q1	$420K	Hold	8,624	–	–	0.07%	100
2019 Q4	$518K	Sell	8,624 -26	-0.3%	-$1.56K	0.07%	102
2019 Q3	$480K	Buy	8,650 +310	+4%	+$17.2K	0.07%	100
2019 Q2	$456K	Hold	8,340	–	–	0.07%	93
2019 Q1	$440K	Sell	8,340 -200	-2%	-$10.6K	0.07%	94
2018 Q4	$397K	Buy	8,540 +4,560	+115%	+$212K	0.07%	92
2018 Q3	$213K	Buy	3,980 +550	+16%	+$29.4K	0.03%	114
2018 Q2	$173K	Hold	3,430	–	–	0.03%	121
2018 Q1	$168K	Sell	3,430 -200	-6%	-$9.8K	0.03%	127
2017 Q4	$178K	Sell	3,630 -210	-5%	-$10.3K	0.03%	125
2017 Q3	$178K	Buy	3,840 +480	+14%	+$22.3K	0.03%	118
2017 Q2	$150K	Hold	3,360	–	–	0.03%	131
2017 Q1	$146K	Sell	3,360 -200	-6%	-$8.69K	0.03%	125
2016 Q4	$147K	Hold	3,560	–	–	0.03%	126
2016 Q3	$143K	Sell	3,560 -120	-3%	-$4.82K	0.03%	123
2016 Q2	$142K	Buy	+3,680	New	+$142K	0.03%	122