Somerset Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Somerset Group’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	$319K	Buy
2025 Q2	$293K	Sell
2025 Q1	$264K	Buy
2024 Q4	$261K	Sell
2024 Q3	$269K	Hold
2024 Q2	$257K	Buy
2024 Q1	$206K	Buy