Cherry Tree Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cherry Tree Wealth 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	$12.1K	Hold
2025 Q2	$11.2K	Hold
2025 Q1	$9.83K	Sell
2024 Q4	$114K	Sell
2024 Q3	$147K	Hold
2024 Q2	$140K	Hold
2024 Q1	$136K	Hold
2023 Q4	$123K	Buy
2023 Q3	$108K	Hold
2023 Q2	$111K	Buy