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

Creative Capital Management Investments’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	$229K	Hold
2025 Q2	$211K	Hold
2025 Q1	$186K	Hold
2024 Q4	$201K	Hold
2024 Q3	$198K	Hold
2024 Q2	$189K	Hold
2024 Q1	$183K	Hold
2023 Q4	$166K	Hold
2023 Q3	$148K	Buy