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

MYeCFO’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	$322K	Hold
2025 Q2	$297K	Sell
2025 Q1	$399K	Buy
2024 Q4	$420K	Buy
2024 Q3	$344K	Sell
2024 Q2	$347K	Buy
2024 Q1	$319K	Hold
2023 Q4	$288K	Buy
2023 Q3	$204K	Hold
2023 Q2	$211K	Buy