Capital Advantage’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital Advantage’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	$275K	Buy
2025 Q2	$242K	Sell
2025 Q1	$366K	Hold
2024 Q4	$366K	Buy