Decker Retirement Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Decker Retirement Planning’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	$972K	Sell
2025 Q2	$946K	Buy
2025 Q1	$2.46K	Hold
2024 Q4	$2.65K	Buy