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

One Wealth Capital 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	$907K	Sell
2025 Q2	$855K	Buy
2025 Q1	$741K	Buy
2024 Q4	$760K	Buy