Hilltop Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hilltop Wealth Advisors’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	$412K	Hold
2025 Q2	$380K	Hold
2025 Q1	$335K	Hold
2024 Q4	$360K	Hold
2024 Q3	$356K	Hold
2024 Q2	$339K	Hold
2024 Q1	$329K	Hold
2023 Q4	$298K	Hold
2023 Q3	$266K	Hold
2023 Q2	$275K	Buy