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

Potentia Wealth’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	$1.4M	Sell
2025 Q1	$1.25M	Buy
2024 Q4	$1.08M	Buy