Diversify Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Diversify Advisory Services’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 Q2	$643K	Sell
2025 Q1	$904K	Sell
2024 Q4	$1.23M	Sell
2024 Q3	$1.74M	Sell
2024 Q2	$1.86M	Sell
2024 Q1	$1.8M	Buy