Salomon & Ludwin’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Salomon & Ludwin’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	$60.1K	Hold
2025 Q2	$55.3K	Hold
2025 Q1	$48.5K	Buy
2024 Q4	$45.3K	Hold
2024 Q3	$44.7K	Hold
2024 Q2	$42.7K	Sell
2024 Q1	$242K	Buy
2023 Q4	$189K	Hold
2023 Q3	$189K	Buy