Keel Point’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Keel Point’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Hold
2025 Q1	$263K	Hold
2024 Q4	$283K	Hold
2024 Q3	$279K	Hold
2024 Q2	$263K	Hold
2024 Q1	$258K	Hold
2023 Q4	$233K	Sell
2023 Q3	$252K	Buy