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

Waverly 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
2025 Q3	$2.12M	Hold
2025 Q2	$1.96M	Hold
2025 Q1	$1.73M	Buy
2024 Q4	$255K	Buy