Hershey Financial Advisers’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
2024
Q4
$1.18M Buy
+10,710
New +$1.18M 1.04% 38
2024
Q2
$954K Buy
+9,186
New +$954K 0.86% 30