S.A. Mason’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

S.A. Mason’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	$586K	Buy
2025 Q2	$540K	Buy
2020 Q2	–	Sell
2020 Q1	$10K	Hold
2019 Q4	$12K	Buy