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

Sagespring Wealth Partners’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 		$984K Buy
8,471
+634
+8% +$73.6K 0.02% 284
2025
Q1 		$803K Buy
7,837
+567
+8% +$58.1K 0.02% 283
2024
Q4 		$801K Buy
+7,270
New +$801K 0.02% 258