Palisade Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-996
Closed -$100K 247
2024
Q1
$100K Buy
+996
New +$100K 0.01% 234