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Darden Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Darden Wealth 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
Q2 		$222K Buy
+1,907
New +$222K 0.13% 115
2025
Q1 		– Sell
-1,907
Closed -$210K – 102
2024
Q4 		$210K Hold
1,907
– – 0.14% 104
2024
Q3 		$208K Buy
+1,907
New +$208K 0.15% 104