Allodium Investment Consultants’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Allodium Investment Consultants’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.51M	Sell
2025 Q2	$2.4M	Buy
2025 Q1	$1.98M	Buy
2024 Q4	$1.87M	Buy