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

Strategic Wealth Partners’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	–	Sell
2025 Q2	$186	Buy
2019 Q2	–	Sell
2019 Q1	$10K	Hold
2018 Q4	$9K	Hold
2018 Q3	$10K	Hold
2018 Q2	$9K	Hold
2018 Q1	$9K	Buy
2017 Q4	$4K	Buy