JWCA
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J.W. Cole Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

J.W. Cole Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$617K Buy
5,314
+2,078
+64% +$241K 0.01% 843
2025
Q1 		$331K Buy
+3,236
New +$331K 0.01% 920