Carret Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Carret Asset Management’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$705K	Hold
2025 Q2	$650K	Hold
2025 Q1	$573K	Sell
2024 Q4	$816K	Sell
2024 Q3	$1.1M	Buy