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Synergy Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Synergy Asset Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$43.5K – 250
2024
Q4 		$43.5K Buy
+400
New +$43.5K ﹤0.01% 288