Sage Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sage Capital Management’s Portfolio DSI Stock Details DSI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$357K	Hold
2025 Q2	$329K	Hold
2025 Q1	$290K	Hold
2024 Q4	$313K	Hold
2024 Q3	$308K	Hold
2024 Q2	$294K	Hold
2024 Q1	$286K	Hold
2023 Q4	$258K	Buy