Focus Partners Wealth
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Focus Partners Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Focus Partners Wealth’s Portfolio DSI Stock Details DSI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$13M Buy
2025
Q2 		$9.47M Buy
2025
Q1 		$5.03M Sell
2024
Q4 		$7.53M Buy
2024
Q3 		$4.46M Sell
2024
Q2 		$10.6M Buy
2024
Q1 		$4.97M Buy
2023
Q4 		$3.36M Buy