Principal Securities’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Principal Securities’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$167K	Sell
2025 Q2	$156K	Sell
2025 Q1	$216K	Hold
2024 Q4	$216K	Sell
2024 Q3	$234K	Sell
2024 Q2	$246K	Sell
2024 Q1	$245K	Sell
2023 Q4	$234K	Buy