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IMA Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

IMA Advisory Services’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$46.5M Sell
402,011
-14,814
-4% -$1.71M 4.98% 5
2025
Q1 		$42.5M Sell
416,825
-434,899
-51% -$44.4M 5.04% 5
2024
Q4 		$93.7M Buy
+851,724
New +$93.7M 11.28% 1