Transce3nd’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
$35.3K Sell
304
-99
-25% -$11.5K 0.01% 346
2025
Q1
$41.3K Buy
403
+54
+15% +$5.53K 0.02% 310
2024
Q4
$38.5K Buy
+349
New +$38.5K 0.01% 425