Transamerica Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Transamerica Financial Advisors’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
2026 Q1	$110K	Buy
2025 Q4	$112K	Buy
2025 Q3	$51.9K	Buy