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Valtinson Bruner Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Valtinson Bruner Financial Planning’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
Q2 		$271K Buy
2,331
+130
+6% +$15.1K 0.09% 121
2025
Q1 		$225K Sell
2,201
-158
-7% -$16.2K 0.08% 128
2024
Q4 		$260K Buy
+2,359
New +$260K 0.09% 122