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

BIP Wealth’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	$890K	Hold
2025 Q2	$821K	Hold
2025 Q1	$724K	Sell
2024 Q4	$783K	Hold
2024 Q3	$773K	Buy
2024 Q2	$286K	Sell
2024 Q1	$716K	Buy
2023 Q4	$396K	Buy
2023 Q3	–	Sell
2023 Q2	$378K	Buy
2023 Q1	$346K	Buy