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

Finley Financial’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 		$614K Hold
5,290
– – 0.31% 43
2025
Q1 		$538K Hold
5,290
– – 0.3% 42
2024
Q4 		$591K Buy
+5,290
New +$591K 0.31% 38