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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$242K Sell
2,081
-1,240
-37% -$144K 0.04% 128
2025
Q1 		$366K Hold
3,321
– – 0.07% 101
2024
Q4 		$366K Buy
+3,321
New +$366K 0.07% 101