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

Ridgecrest Wealth Partners’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 Q3	$257K	Hold
2025 Q2	$237K	Hold
2025 Q1	$209K	Sell
2024 Q4	$225K	Hold
2024 Q3	$222K	Hold
2024 Q2	$212K	Hold
2024 Q1	$206K	Buy
2022 Q1	–	Sell
2021 Q4	$222K	Buy