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

Potentia Wealth’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Sell
12,068
-127
-1% -$14.8K 0.8% 15
2025
Q1 		$1.25M Buy
12,195
+2,426
+25% +$248K 0.59% 25
2024
Q4 		$1.08M Buy
+9,769
New +$1.08M 0.48% 34