MFA Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-460
Closed -$50K 159
2024
Q3
$50K Hold
460
0.01% 181
2024
Q2
$47.8K Buy
+460
New +$47.8K 0.01% 184