LFG
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Larson Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Larson Financial Group’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
2026
Q1 		$84.2K Sell
695
-267
-28% -$34.1K ﹤0.01% 1080
2025
Q4 		$124K Buy
962
+585
+155% +$74.7K ﹤0.01% 859
2025
Q3 		$47.5K Sell
377
-45
-11% -$5.44K ﹤0.01% 1187
2025
Q2 		$49K Buy
422
+147
+53% +$15.7K ﹤0.01% 1080
2025
Q1 		$28.2K Buy
275
+1
+0.4% +$109 ﹤0.01% 1232
2024
Q4 		$30.2K Buy
274
+1
+0.4% +$112 ﹤0.01% 1067
2024
Q3 		$29.7K Hold
273
– – ﹤0.01% 1072
2024
Q2 		$28.3K Buy
+273
New +$27.3K ﹤0.01% 959

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