Atria Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Atria Investments’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 Q3	$949K	Buy
2025 Q2	$770K	Buy
2025 Q1	$664K	Buy
2024 Q4	$695K	Sell
2024 Q3	$894K	Sell
2024 Q2	$871K	Buy
2022 Q1	–	Sell
2021 Q4	$2.5M	Buy