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

Halter Ferguson Financial’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	$826K	Sell
2025 Q2	$831K	Buy
2025 Q1	$724K	Sell
2024 Q4	$798K	Buy
2024 Q3	$784K	Buy
2024 Q2	$681K	Buy
2024 Q1	$446K	Buy
2023 Q4	$387K	Buy