Fielder Capital Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Fielder Capital Group’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	$347K	Sell
2025 Q2	$391K	Sell
2025 Q1	$509K	Hold
2024 Q4	$548K	Hold
2024 Q3	$540K	Hold
2024 Q2	$516K	Hold
2024 Q1	$501K	Sell
2023 Q4	$702K	Buy