Kathmere Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kathmere Capital Management’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	$782K	Sell
2025 Q2	$733K	Sell
2025 Q1	$933K	Sell
2024 Q4	$1.07M	Buy
2024 Q3	$747K	Hold
2024 Q2	$713K	Hold
2024 Q1	$692K	Buy