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Brown Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Brown Financial Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Hold
2,300
– – 0.1% 134
2025
Q1 		$236K Buy
2,300
+38
+2% +$3.89K 0.1% 127
2024
Q4 		$249K Hold
2,262
– – 0.1% 123
2024
Q3 		$246K Hold
2,262
– – 0.1% 123
2024
Q2 		$235K Buy
+2,262
New +$235K 0.11% 136