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

Gateway Wealth Partners’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 Q2	$301K	Buy
2025 Q1	$262K	Buy
2024 Q4	$245K	Sell
2024 Q3	$290K	Sell
2024 Q2	$306K	Buy
2024 Q1	$267K	Sell
2023 Q4	$259K	Buy
2023 Q3	$203K	Buy