Sanctuary Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$3.29M Sell
29,168
-948
-3% -$107K 0.02% 670
2024
Q3
$3.42M Sell
30,116
-5,993
-17% -$681K 0.02% 653
2024
Q2
$3.53M Buy
+36,109
New +$3.53M 0.03% 582