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

Meridian 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	$780K	Buy
2025 Q2	$701K	Buy
2025 Q1	$618K	Buy
2024 Q4	$649K	Sell
2024 Q3	$704K	Buy
2024 Q2	–	Sell
2024 Q1	$374K	Buy
2023 Q4	$311K	Buy
2022 Q3	–	Sell
2022 Q2	$860K	Buy