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

LWM Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$514K Hold
4,425
– – 0.49% 13
2025
Q1 		$465K Hold
4,425
– – 0.48% 13
2024
Q4 		$488K Buy
+4,425
New +$488K 0.49% 13