CWM
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Copia Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Copia Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.4K Hold
210
– – 0.02% 225
2025
Q1 		$21.5K Hold
210
– – 0.02% 218
2024
Q4 		$23.2K Buy
+210
New +$23.2K 0.02% 201