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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.15M	Buy
2025 Q2	$984K	Buy
2025 Q1	$803K	Buy
2024 Q4	$801K	Buy