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

Rossby Financial’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$213K Sell
1,830
-222
-11% -$25.8K 0.08% 241
2025
Q1 		$208K Sell
2,052
-96
-4% -$9.71K 0.09% 216
2024
Q4 		$237K Buy
+2,148
New +$237K 0.15% 157