Finley Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Finley Financial’s Portfolio DSI Stock Details DSI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$666K	Hold
2025 Q2	$614K	Hold
2025 Q1	$538K	Hold
2024 Q4	$591K	Buy