CFG
DSI icon

Copley Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Copley Financial Group’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
Q1 		– Sell
-1,982
Closed -$219K – 103
2024
Q4 		$219K Sell
1,982
-127
-6% -$14K 0.17% 94
2024
Q3 		$229K Buy
+2,109
New +$229K 0.21% 93