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

Essential 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 Q2	$411K	Buy
2025 Q1	$359K	Sell
2024 Q4	$26.1M	Buy
2024 Q3	$402K	Sell
2024 Q2	$406K	Buy
2023 Q4	–	Sell
2023 Q3	$207K	Buy
2023 Q2	$210K	Buy