Founders Capital Management (Texas)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3K Hold
89
0.01% 282
2025
Q1
$9.11K Hold
89
0.01% 280
2024
Q4
$9.81K Hold
89
0.01% 271
2024
Q3
$9.68K Hold
89
0.01% 284
2024
Q2
$9.24K Buy
+89
New +$9.24K 0.01% 285