Rollins Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Rollins Financial Advisors’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	$760K	Hold
2025 Q2	$701K	Hold
2025 Q1	$618K	Hold
2024 Q4	$665K	Hold
2024 Q3	$657K	Hold
2024 Q2	$627K	Hold
2024 Q1	$608K	Hold
2023 Q4	$549K	Buy