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Towercrest Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Towercrest Capital 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
-1,854
Closed -$204K – 92
2024
Q4 		$204K Hold
1,854
– – 0.03% 103
2024
Q3 		$202K Buy
+1,854
New +$202K 0.03% 100