EWM
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Elmwood Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Elmwood Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$251K Hold
2025
Q4 		$267K Buy