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

SoFi Wealth’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 Q3	$3.48M	Buy
2025 Q2	$2.31M	Buy
2025 Q1	$1.23M	Buy
2024 Q4	$177K	Buy