BFWA
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Benchmark Financial Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,825
Closed -$201K – 102
2024
Q4 		$201K Buy
+1,825
New +$201K 0.06% 98