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

JFS Wealth Advisors’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 Q2	$201K	Sell
2025 Q1	$189K	Buy
2024 Q4	$194K	Buy
2024 Q3	$183K	Sell
2024 Q2	$205K	Buy
2024 Q1	$190K	Sell
2023 Q4	$186K	Buy