Lido Advisors
DSI icon

Lido Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Lido Advisors’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 		$3.03M Sell
25,026
-3,879
-13% -$496K 0.01% 577
2025
Q4 		$3.64M Buy
28,905
+198
+0.7% +$25.3K 0.01% 542
2025
Q3 		$3.62M Sell
28,707
-284
-1% -$34.3K 0.01% 517
2025
Q2 		$3.37M Hold
28,991
– – 0.02% 462
2025
Q1 		$2.97M Sell
28,991
-1,072
-4% -$117K 0.02% 450
2024
Q4 		$3.31M Sell
30,063
-163
-0.5% -$18.2K 0.02% 410
2024
Q3 		$3.29M Sell
30,226
-1,131
-4% -$119K 0.02% 373
2024
Q2 		$3.26M Buy
31,357
+1,729
+6% +$173K 0.03% 354
2024
Q1 		$2.99M Sell
29,628
-785
-3% -$75.1K 0.03% 356
2023
Q4 		$2.77M Buy
30,413
+763
+3% +$64.7K 0.03% 351
2023
Q3 		$2.41M Sell
29,650
-346
-1% -$29.3K 0.03% 340
2023
Q2 		$2.52M Sell
29,996
-974
-3% -$77.4K 0.03% 327
2023
Q1 		$2.42M Buy
+30,970
New +$2.34M 0.03% 308

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