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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,515
Closed -$360K 912
2025
Q1
$360K Buy
+3,515
New +$360K 0.02% 562
2024
Q4
Sell
-2,145
Closed -$233K 872
2024
Q3
$233K Buy
+2,145
New +$233K 0.1% 278