MCM
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MAI Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MAI Capital 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 		$218K Sell
1,874
-27
-1% -$3.14K ﹤0.01% 1093
2025
Q1 		$195K Buy
1,901
+191
+11% +$19.6K ﹤0.01% 1084
2024
Q4 		$189K Buy
+1,710
New +$189K ﹤0.01% 1108