Smartleaf Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Smartleaf Asset Management’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 Q2	$279K	Sell
2025 Q1	$258K	Hold
2024 Q4	$281K	Hold
2024 Q3	$275K	Sell
2024 Q2	$296K	Sell
2024 Q1	$299K	Hold
2023 Q4	$271K	Buy