Johnson Bixby & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Johnson Bixby & Associates’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	$583K	Sell
2025 Q2	$559K	Sell
2025 Q1	$508K	Buy