BTI
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Blue Trust Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Blue Trust Inc’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
2024
Q3 		– Sell
-13
Closed -$1.31K – 2923
2024
Q2 		$1.31K Hold
13
– – ﹤0.01% 2514
2024
Q1 		$1.31K Hold
13
– – ﹤0.01% 1892
2023
Q4 		$1K Hold
13
– – ﹤0.01% 2294
2023
Q3 		$1K Hold
13
– – ﹤0.01% 1903
2023
Q2 		$1K Hold
13
– – ﹤0.01% 1832
2023
Q1 		$1K Hold
13
– – ﹤0.01% 2136
2022
Q4 		$1K Hold
13
– – ﹤0.01% 2046
2022
Q3 		$1K Hold
13
– – ﹤0.01% 1907
2022
Q2 		$1K Buy
+13
New +$1.01K ﹤0.01% 1765

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