Atomi Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Atomi Financial Group’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
2025 Q2	$490K	Hold
2025 Q1	$432K	Buy
2024 Q4	$465K	Buy
2024 Q3	$408K	Hold
2024 Q2	$390K	Buy