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

Modern Wealth 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 		$2.43M Buy
20,960
+18,817
+878% +$2.19M 0.06% 243
2025
Q1 		$219K Hold
2,143
– – 0.01% 621
2024
Q4 		$236K Buy
+2,143
New +$236K 0.01% 513