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Sound View Wealth Advisors Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sound View Wealth Advisors Group’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$313K Hold
2,694
– – 0.02% 340
2025
Q1 		$276K Sell
2,694
-847
-24% -$86.7K 0.02% 348
2024
Q4 		$390K Buy
3,541
+41
+1% +$4.52K 0.03% 294
2024
Q3 		$381K Buy
+3,500
New +$381K 0.03% 301