Evergreen Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Evergreen Private Wealth’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	$171K	Hold
2025 Q2	$157K	Hold
2025 Q1	$139K	Sell
2024 Q4	$150K	Hold
2024 Q3	$148K	Hold
2024 Q2	$141K	Sell
2024 Q1	$138K	Buy
2023 Q4	$102K	Buy