American Capital Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13K Hold
2025
Q2
$1.05K Hold
2025
Q1
$922 Sell
2024
Q4
$5.07K Buy