WA
DSI icon

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

Waverly Advisors’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 		$1.96M Hold
16,852
– – 0.02% 496
2025
Q1 		$1.73M Buy
16,852
+14,538
+628% +$1.49M 0.02% 507
2024
Q4 		$255K Buy
+2,314
New +$255K ﹤0.01% 870