Claro Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Claro Advisors’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 Q2	–	Sell
2025 Q1	$230K	Sell
2024 Q4	$262K	Sell
2024 Q3	$262K	Sell
2024 Q2	$277K	Buy
2024 Q1	$253K	Buy
2019 Q1	–	Sell
2018 Q4	$2K	Buy