Mather Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mather Group’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 Q3	$969K	Sell
2025 Q2	$903K	Buy
2025 Q1	$793K	Buy
2024 Q4	$850K	Sell
2024 Q3	$844K	Sell
2024 Q2	$816K	Buy
2024 Q1	$3.55K	Buy
2023 Q3	–	Sell
2023 Q2	$662K	Buy