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Axxcess Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Axxcess Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$357K Buy
3,072
+951
+45% +$110K 0.01% 675
2025
Q1 		$217K Buy
+2,121
New +$217K 0.01% 789
2024
Q4 		– Sell
-1,860
Closed -$202K – 875
2024
Q3 		$202K Buy
+1,860
New +$202K 0.01% 844