Verus Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Verus Capital Partners’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$458K	Buy
2025 Q2	$386K	Sell
2025 Q1	$343K	Sell
2024 Q4	$370K	Buy
2024 Q3	$358K	Buy
2024 Q2	$313K	Sell
2024 Q1	$395K	Buy
2023 Q4	$345K	Buy
2023 Q3	$279K	Buy
2023 Q2	$287K	Buy
2023 Q1	$229K	Buy