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SK Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SK Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501K Buy
4,270
+9
+0.2% +$1.06K 0.22% 48
2025
Q1 		$402K Buy
4,261
+10
+0.2% +$943 0.22% 48
2024
Q4 		$469K Hold
4,251
– – 0.24% 45
2024
Q3 		$476K Buy
+4,251
New +$476K 0.24% 45