Diversified Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Diversified Trust’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	$230K	Sell
2025 Q2	$219K	Buy
2025 Q1	–	Sell
2024 Q4	$207K	Hold
2024 Q3	$205K	Buy
2024 Q1	–	Sell
2023 Q4	$231K	Buy