Litman Gregory Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Litman Gregory Wealth 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 Q4	$5.17M	Sell	40,142 -1,426	-3%	-$182K	0.38%	47
2025 Q3	$5.24M	Sell	41,568 -649	-2%	-$78.5K	0.39%	48
2025 Q2	$4.9M	Buy	42,217 +2,180	+5%	+$232K	0.39%	47
2025 Q1	$4.1M	Sell	40,037 -199	-0.5%	-$21.7K	0.35%	47
2024 Q4	$4.44M	Sell	40,236 -512	-1%	-$57.2K	0.38%	43
2024 Q3	$4.43M	Sell	40,748 -5,092	-11%	-$534K	0.37%	44
2024 Q2	$4.76M	Buy	45,840 +1,027	+2%	+$103K	0.42%	42
2024 Q1	$4.52M	Hold	44,813	–	–	0.41%	43
2023 Q4	$4.08M	Buy	44,813 +1,544	+4%	+$131K	0.39%	45
2023 Q3	$3.52M	Sell	43,269 -7	-0%	-$594	0.36%	45
2023 Q2	$3.64M	Buy	+43,276	New	+$3.44M	0.45%	30
2023 Q1	–	Sell	-44,220	Closed	-$3.17M	–	48
2022 Q4	$3.17M	Sell	44,220 -130	-0.3%	-$9.34K	0.44%	30
2022 Q3	$2.97M	Sell	44,350 -339	-0.8%	-$25.4K	0.47%	26
2022 Q2	$3.21M	Buy	44,689 +4,989	+13%	+$389K	0.47%	32
2022 Q1	$3.44M	Sell	39,700 -3,279	-8%	-$281K	0.5%	30
2021 Q4	$3.99M	Sell	42,979 -713	-2%	-$64.3K	0.68%	24
2021 Q3	$3.64M	Buy	43,692 +40,008	+1,086%	+$3.42M	0.68%	23
2021 Q2	$3.68K	Sell	3,684 -38,736	-91%	-$3.12M	0.69%	20
2021 Q1	$3.24M	Sell	42,420 -15,389	-27%	-$1.14M	0.63%	20
2020 Q4	$4.14M	Buy	57,809 +1,239	+2%	+$83.9K	0.76%	19
2020 Q3	$3.62M	Sell	56,570 -2,202	-4%	-$139K	0.75%	19
2020 Q2	$3.47M	Sell	58,772 -8,002	-12%	-$445K	0.77%	18
2020 Q1	$3.25M	Buy	66,774 +15,990	+31%	+$918K	0.82%	18
2019 Q4	$3.05M	Buy	50,784 +724	+1%	+$41.6K	0.68%	23
2019 Q3	$2.78M	Sell	50,060 -2,272	-4%	-$126K	0.68%	23
2019 Q2	$2.86M	Sell	52,332 -3,448	-6%	-$185K	0.76%	22
2019 Q1	$2.94M	Sell	55,780 -708	-1%	-$35.9K	0.8%	21
2018 Q4	$2.63M	Buy	56,488 +2,526	+5%	+$125K	0.81%	21
2018 Q3	$2.88M	Sell	53,962 -270	-0.5%	-$14.2K	0.97%	19
2018 Q2	$2.74M	Sell	54,232 -1,384	-2%	-$69.5K	1.08%	16
2018 Q1	$2.72M	Buy	+55,616	New	+$2.81M	1.11%	15