Insight Wealth Strategies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Insight Wealth Strategies’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 Q3	$247K	Sell
2025 Q2	$234K	Buy
2025 Q1	$205K	Sell
2024 Q4	$223K	Buy
2024 Q3	$219K	Buy
2024 Q2	$208K	Buy