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Kestra Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kestra Investment Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$440K Buy
4,031
+2,010
+99% +$220K 0.01% 398
2025
Q1 		$207K Buy
2,021
+435
+27% +$44.5K 0.01% 372
2024
Q4 		$175K Buy
+1,586
New +$175K 0.01% 374