Coordinated Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Coordinated Financial Services’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	$460K	Hold
2025 Q1	$405K	Hold
2024 Q4	$436K	Buy