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

Colorado Capital Management’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	$341K	Hold
2025 Q2	$314K	Hold
2025 Q1	$277K	Buy
2016 Q3	–	Sell
2016 Q2	$213K	Hold
2016 Q1	$211K	Buy
2015 Q4	$201K	Buy