JBA
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$559K Sell
4,811
-145
-3% -$16.8K 0.08% 63
2025
Q1 		$508K Buy
+4,956
New +$508K 0.08% 63