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

MBE 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 Q3	$459K	Sell
2025 Q2	$488K	Buy
2025 Q1	$428K	Buy
2020 Q2	–	Sell
2020 Q1	$42K	Buy