RCS Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

RCS Financial Planning’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
2026 Q1	$678K	Sell
2025 Q4	$788K	Buy
2025 Q3	$540K	Buy