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EQ LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

EQ LLC’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 		$536K Buy
4,616
+100
+2% +$11.6K 0.21% 54
2025
Q1 		$462K Buy
4,516
+482
+12% +$49.4K 0.22% 49
2024
Q4 		$445K Sell
4,034
-272
-6% -$30K 0.21% 49
2024
Q3 		$468K Buy
+4,306
New +$468K 0.23% 42