CAWM
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Capital A Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital A Wealth Management’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
Q1 		$30.9K Hold
302
– – 0.03% 187
2024
Q4 		$33.3K Buy
+302
New +$33.3K 0.06% 186