O'Shaughnessy Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

O'Shaughnessy Asset 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 Q2	$771K	Sell
2025 Q1	$990K	Buy
2024 Q4	$818K	Buy
2024 Q3	$607K	Buy
2024 Q2	$566K	Buy
2021 Q2	–	Sell
2021 Q1	$47K	Hold
2020 Q4	$44K	Buy