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

Sovereign Financial Group’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$410K	Buy
2025 Q2	$366K	Sell
2025 Q1	$397K	Buy
2024 Q4	$419K	Buy
2024 Q3	$222K	Hold
2024 Q2	$212K	Hold
2024 Q1	$206K	Buy