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

Flagship 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	$206K	Sell
2025 Q2	$222K	Buy
2025 Q1	–	Sell
2024 Q4	$208K	Buy
2024 Q3	–	Sell
2024 Q2	$218K	Buy
2024 Q1	$210K	Buy
2021 Q3	–	Sell
2021 Q2	$120K	Buy
2021 Q1	$112K	Buy
2020 Q4	$102K	Buy