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Sequent Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sequent Planning’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 		$225K Buy
+1,937
New +$225K 0.07% 151
2025
Q1 		– Sell
-1,937
Closed -$214K – 148
2024
Q4 		$214K Buy
+1,937
New +$214K 0.08% 135