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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Hold
2025
Q1
$343K Hold
2024
Q4
$369K Hold
2024
Q3
$364K Hold
2024
Q2
$348K Hold
2024
Q1
$338K Buy