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Marco Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Marco Investment 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 		$232K Hold
2,000
– – 0.02% 196
2025
Q1 		$205K Hold
2,000
– – 0.02% 205
2024
Q4 		$221K Hold
2,000
– – 0.02% 201
2024
Q3 		$218K Hold
2,000
– – 0.02% 212
2024
Q2 		$208K Hold
2,000
– – 0.02% 201
2024
Q1 		$202K Buy
+2,000
New +$202K 0.02% 206