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Moment Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Moment Partners’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 		$4.44M Buy
38,183
+3,847
+11% +$447K 0.83% 13
2025
Q1 		$3.52M Sell
34,336
-856
-2% -$87.7K 0.7% 17
2024
Q4 		$3.88M Buy
+35,192
New +$3.88M 0.74% 17